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Global Newsletter & Insights Series
This week, Colombia will finally see the shape of the tax reform that will form the bedrock of new President Gustavo Petro’s policy program. In Peru, there has been another chaotic, improvised cabinet reshuffle that exposes a president fast running out of ideas. In Argentina, new Economy Minister Sergio Massa…
President Andres Manuel Lopez Obrador (AMLO) seems intent on exploiting a trade dispute with the US and Canada to stir up nationalist sentiment. While there has been speculation locally that AMLO could even be considering withdrawing from the United States-Mexico-Canada Agreement (USMCA), Mexico’s exit is unlikely. However, AMLO’s belligerence will…
CEOs, both Fortune 100 and scaling founders of PE Portfolio, are facing more complex challenges as 2022 unfolds. 2020-2021 brought seismic business challenges beyond the COVID pandemic, and this list is simultaneously impressive and daunting: The Great Resignation, supply chain challenges, market volatility, normalizing humanity at work, climate change challenges…
Last summer, we released an article about the growing focus on solvent wind-down plans (“SWDPs”) by financial services regulators. For those unfamiliar with SWDPs and keen to learn more about what they are, who needs one and why, please read the article: Why are Savvy Financial Services Directors of…
This week, Gustavo Petro will be inaugurated as Colombia’s first left-wing president. One of Petro’s first measures will be to restore diplomatic relations with Venezuela. In Argentina, Sergio Massa takes the helm of economic policymaking. Meanwhile in Chile, a “plan B” in case the constitutional draft ends up being rejected…
This week, US House Speaker Nancy Pelosi’s trip to Asia has irked Beijing. Colombia’s first ever leftist president will be inaugurated. Zambia’s debt outlook may be improving. Meanwhile, Turkey’s President Tayyip Erdoğan will meet Russia’s Vladimir Putin. Also this week, parliamentary election results in Senegal could spark protests. Chart of…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News Last night, U.S. Senators Joe Manchin (D-WV) and Senate Majority Leader Chuck Schumer (D-NY) announced an agreement…
As Russian gas deliveries via Nord Stream 1 have been reduced to 20%, a gas rationing scenario is becoming ever more likely in winter. This situation poses questions not just about the management of limited gas supplies, but also regarding domestic support measures and German strategy towards the Ukraine war.
US House Speaker Nancy Pelosi’s potential visit to Taiwan in August is developing into a perfect storm for aggravating US-China bilateral tension. The Biden administration privately opposes Pelosi's visit but must avoid the appearance of pressuring her to cancel, which would create the appearance of bowing to Beijing's intimidation. If…
As the Conservative membership ballot gets underway, Foreign Secretary Liz Truss appears to have a significant lead over Chancellor Rishi Sunak in early polling of party members. The contest takes place against a backdrop of rising energy, food and fuel costs, with the soaring cost of living representing the government’s…
We are facing a period of uncertainty without much comparison to past inflationary eras. Left unmanaged, we anticipate 400-700 basis points in margin risk by 2024 against the record profit in 2021. Navigating the uncertainty ahead requires taking proactive measures to position for strategic growth opportunities. Major corporations provide useful…
Despite Russian missile strikes, Ukraine is preparing for grain exports from its three Black Sea ports. China is warning of the US House Speaker’s potential trip to Taiwan. Ghana’s finance minister will try to assuage public concern about an IMF program. South Africa’s ruling party will hold its national policy…
