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Global Newsletter & Insights Series
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The number of shareholder resolutions on ESG issues for the 2023 proxy season are on track to exceed 2022, though average support for ESG proposals has declined by 7.8% compared to…
US Secretary of State Anthony Blinken's two-day trip to Beijing was a success, at least based on the low expectations surrounding it. Both sides demonstrated their desire to stabilize bilateral relations and resume the trajectory towards bilateral rapprochement that was interrupted by February's balloon incident. US-China relations may now enter…
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 Argentina’s primaries. Meanwhile, the US secretary of state has concluded his China visit, tensions remain high between Serbia and Kosovo, the president’s…
After prolonged haggling, the government has, for the first time, agreed on a so-called national security strategy. This reflects a new awareness of geopolitical risks, but meaningful changes will not be brought about via such macro documents and associated strategy debates and workshops. These appeal only…
Amid a flurry of activity this calendar year, the macro-level view is that Japan-US ties have surely never been better nor strategic priorities more closely aligned than they are today. After the restoration of trust during the early part of the Biden administration, Tokyo and Washington are now breaking new…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The Science Based Target Network (SBTN) has released the first science-based targets for nature, providing a framework for companies to holistically assess their environmental impacts. The new targets include guidance for…
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 Chile’s constitutional re-write process. Meanwhile, two senior US officials have arrived in China, France’s parliament will hold a vote on the retirement age, the focus in…
This week, expect political noise in Mexico as President Andres Manuel Lopez Obrador (AMLO) looks to wrest two states from opposition control ahead of the 2024 elections, with the opposition likely hoping for a damage limitation exercise. Brazil’s Luiz Inacio Lula da Silva is hosting what has been described as…
President Tayyip Erdogan is widely expected to secure a new five-year mandate to extend his rule over Turkey into a third decade. With around 95% of the ballot boxes counted, Erdogan is (according to Anadolu Agency) leading with 52.3% of the votes while Kemal Kilicdaroglu is at 47.7%. Below we…
The European Commission will launch a new Economic Security Strategy next month, which is expected to touch on issues such as inbound and outbound investment screening and export controls. Brussels is further aligning its approach to China with Washington, but there are structural and political limits to how far the…
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 drone attacks in Russia. Meanwhile, the Philippines will create a sovereign wealth fund, Turkey’s president will announce a new cabinet, regional gubernatorial…
US-China diplomatic contacts are increasing, and bilateral relations appear to be returning to the baseline established prior to February's balloon incident. Despite this apparent "thaw," we see little scope for substantive breakthroughs in bilateral ties, given that neither side is willing to offer concessions. Even absent concrete policy shifts, however,…
