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Global Newsletter & Insights Series
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News This week the Missouri State Employees’ Retirement System pulled all public equities managed by BlackRock, as Missouri become the latest conservative state to propose or implement rules…
This week, trade-related uncertainty in Mexico will continue as President Andres Manuel Lopez Obrador (AMLO) increasingly opts for loyalty over technical expertise. In Brazil, there was no clear winner in yesterday’s presidential debate less than a fortnight before the run-off vote. Chile marks three years since the mass protests and…
China’s president has opened the Communist Party congress. The new chancellor has reversed the UK government’s mini budget. Poll numbers are not expected to move significantly in Brazil. Russian strikes on Ukrainian infrastructure continue. Meanwhile, consumer price data will be published in Japan, government formation talks will begin in Italy,…
Prime Minister Liz Truss has sacked her chancellor Kwasi Kwarteng, replacing him with relatively centrist Jeremy Hunt, in a desperate bid to calm the pushback from her own backbench MPs, markets, and voters. The dramatic move constitutes a double-edged sword: it is both testament to the PM’s extremely precarious position…
The North Korean statement carried on state media on 10 October characterized the recent round of missile tests as simulations for tactical nuclear weapons strikes and dismissed the need for any dialogue or negotiation with “enemies,” meaning Washington and Seoul. The statement followed two overnight shorter-range missile launches into the…
Due to a series of factors – ranging from the long-term impacts of the pandemic to the ongoing effects of the conflict in Ukraine – the UK is currently exposed to a unique range of economic pressures. For the first time in 30 years, the country is operating in a…
Massive air strikes on critical infrastructure and civilians across Ukraine aimed to “punish” Kyiv for targeting the strategic Crimean Bridge and mitigate domestic criticism for military setbacks elsewhere. Russia’s failure to stabilize the situation on the frontlines is likely to prompt more escalatory and asymmetric measures targeting Ukraine and its…
Viktor Orban’s government is rushing with anti-corruption reforms not to lose access to more than 13bn of EU funds. An eventual compromise is likely, but Budapest’s access to EU funds will remain conditional on compliance with anti-corruption and rule-of-law reforms for the foreseeable future. While formally unrelated to EU funds,…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. Teneo’s ESG and Governance Teams published a memo on the state of U.S. sustainability reporting, providing insights and examples to help companies decide what to disclose and how. Overall, our team analyzed 200 sustainability reports from…
The new UK government has abandoned some of its tax cut plans. Brazil is heading for a presidential runoff election. Indonesia is the first country to approve a Chinese-developed mRNA vaccine. West African states face a political conundrum following the coup d’état in Burkina Faso. Meanwhile, there is speculation that…
After last week’s market rout and amid growing opposition from within the Conservative Party, the government has been forced into a U-turn on its plan for a tax cut for the highest earners. This follows the realization at the beginning of the current Tory conference that PM Liz Truss would…
On 30 September an Extraordinary Energy Council Meeting was held in Brussels to discuss the previous Commission proposal for an emergency intervention to address high energy prices. The Council approved the draft compromise text which includes a range of legislative initiatives, such as a revenue cap for inframarginal generators, a…
