Subscribe to weekly updates from Teneo
Global Newsletter & Insights Series
Section 01: Executive summary Falling inflation and upward wage pressure are resulting in household relief after two years of real wage decline. However, continued pressure from mortgage rates and debt accumulation means we expect consumer spending to remain suppressed. 1: Slow growth and recessionary pressure are causing the UK labour…
In 2023, AI sent a wake-up call for businesses and consumers, but 2024 marks the turn for politics. The democratization of AI abilities comes at the start of an eventful year that will see more than two billion people, across 50 countries going to the polls. With pundits already raising…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Indonesia’s presidential election. Meanwhile, Taiwan's defense ministry detected eight mainland Chinese balloons, Spanish regional elections will have a limited impact on national politics, Venezuela’s president has…
Public resilience is gradually eroding and will be further tested by unpopular mobilization plans, uncertainty about external military assistance and the worsening situation on the frontlines. Unless military support from the US is renewed in the near term, Russia’s military advantage will grow and might result in new territorial advances.
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at monetary policy in Nigeria. Meanwhile, election campaigning will end in Indonesia, the leaders of Russia and Turkey will meet, Argentina’s lower house will begin debating the…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News BlackRock’s Investment Stewardship team released updated 2024 proxy voting guidelines for U.S. securities summarizing the asset managers philosophy and approach to engagement and voting, as well as outlining governance…
If at the 1-2 February European Council, Hungary maintains its veto, the remaining 26 EU members will act alone to support Ukraine with a four-year EUR 50bn macro-financial support package. The biggest signpost for future support to Ukraine is the US election, but given the knock-on effects of the geopolitical…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Turkey’s looming local elections. Meanwhile, a US-China working group on counternarcotics will meet, EU leaders will try to agree on financial support for Ukraine, US sanctions…
The European Green Deal is an ambitious plan which aims to make the European Union (EU) “climate proof.” It is a key legacy of the Von der Leyen Commission and is still ongoing. Shortly after the last European elections in 2019, the new Commission President announced plans to make the…
Deglobalization has become a hot topic in recent years, but the term is vague enough to encompass a broad range of specific issues. Lurking behind nearly all of these, however, is U.S.-China geopolitical tensions and the return of protectionist policies around the world. Vision 2024, Teneo’s annual CEO & Investor…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team. This week, we are taking a closer look at Indonesia’s upcoming elections. Meanwhile, the political funding scandal continues in Japan, large-scale protests against the far-right took place in Germany, a plenary vote on the presidential…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The Taskforce on Nature-related Financial Disclosures announced that 320 organizations from over 46 countries will start making nature-related disclosures, with some to begin with their annual corporate reporting in…
