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Global Newsletter & Insights Series
Section 01: Executive Summary This week, Chancellor Rachel Reeves delivered Labour’s first budget in 14 years, kickstarting the age of big spending by government. The Labour Government embarked on a bold new strategy in this week’s Budget. Against a backdrop of low growth and lower fiscal revenues, Chancellor Rachel Reeves…
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 Germany’s coalition troubles. Meanwhile, Japan’s ruling LDP is trying to form a minority administration, France’s junior trade minister is in China, and Moldova’s re-elected president is…
In the early morning of 27 October, the Israeli Air Force conducted a retaliatory strike for Iran’s 1 October missile salvo that targeted Israel. The IAF took out air defense batteries and radars in Iran, in addition to in Iraq and Syria, significantly weakening key Iranian air defense capabilities and…
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 the general election outcome in Japan. Meanwhile, the U.S. has approved new missile and radar sales to Taiwan, Georgia may see protests following alleged election irregularities,…
As the U.S. election enters its final 13-day stretch, the political and security landscape continue to be shaped by a confluence of complex and potentially volatile factors, creating a highly charged and unpredictable environment for November 5th and the days and weeks following. Given this environment, and as a follow…
As the Israel-Hamas conflict enters its second year, the military escalation between Israel and Iran-backed Hezbollah in Lebanon, along with increasing tensions between Iran and Israel, is likely to drive an increase in cyber operations from Iran, its proxies and other hacktivist groups. As highlighted in our September cybersecurity…
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 Russia hosting an expanded BRICS summit. Meanwhile, Japan will hold a general election, while tensions are high on the Korean border. Georgia's general election could determine…
China's fiscal stimulus will emphasize support for medium- and long-term growth rather than immediate jolts to household consumption and infrastructure spending. Fiscal stimulus will focus on supporting indebted local governments, increasing capital adequacy at big banks, digesting unsold housing inventory, and supporting consumption by disadvantaged groups. The leadership's shift to…
Below is a summarized collection of insights that we have heard from Chief Sustainability Officers (CSOs) recently. Covering topics such as how global businesses are approaching sustainability strategies, responding to reporting requirements, addressing stakeholder feedback and communicating their priorities, these insights highlight the importance of sustainability across industries and 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 Japan’s upcoming elections. Meanwhile, China’s finance ministry has promised to increase fiscal spending, Prabowo Subianto will be sworn in as president in Indonesia, a consequential presidential…
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 the trajectory of the conflict in the Middle East. Meanwhile Japan’s new prime minister will dissolve the Diet and hold a snap Lower House election this…
This is the second report in Teneo’s 2024 ESG Series, analyzing 250 sustainability reports published by S&P 500 companies between January 1 and June 30, 2024 (“2024 sustainability reports”). Click here for the first publication in our series, which highlights the top 10 takeaways and key statistics…
