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Global Newsletter & Insights Series
This week, the first round of Brazil’s presidential election takes place, with a first-round victory for former president Luiz Inacio Lula da Silva not impossible. Giorgia Meloni of the right-wing Brothers of Italy party is set to become Italy's first female PM. Meanwhile, sham referendums on…
US President Joe Biden stated unequivocally that the US military would defend Taiwan against a mainland invasion; this and similar remarks can no longer be regarded as gaffes. Biden's statement coincides with pending US legislation, the Taiwan Policy Act, that would infuriate Beijing by adopting various symbolic steps to strengthen…
Record high LNG prices have resulted in large cuts to LNG imports across Asia with varied impacts depending on spot market exposure, fuel-switching options and economic responses. Countries in Southeast Asia tend to be the most exposed, whereas countries like India, China, Japan, or South Korea have more fuel-switching options…
Giorgia Meloni is poised to become Italy's first female prime minister after leading a right-wing alliance to a solid victory in the 25 September parliamentary election. With the vote count still in progress, the rightist bloc is set to claim just over 44% of the vote, securing a comfortable majority…
Teneo has extensive experience in the global transportation industry, including rail, bus, road and, in particular, aviation. Over the past decade, Teneo has worked directly with the world’s largest airlines and airports, their lenders and central government to support strategic and commercial decisions across a range of topics. Since the…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The $632 billion asset manager Federated Hermes has bowed to client demands and withdrawn its sponsorship of the State Financial Officers Foundation — a Republican group of state financial officers that has…
New Prime Minister Liz Truss finds herself at the helm of a country facing a historically difficult moment. Though the focus has naturally been on the monarchy in recent days, the PM last week presented a package of measures with far-reaching implications for the UK economy and politics more broadly.
Self-proclaimed republics in Eastern Ukraine will hold fake referenda. The US president appears to be signaling a shift away from “strategic ambiguity” vis-à-vis China. Voters are going to the polls in Italy. Cabinet announcements in Kenya may be delayed further. Meanwhile, the leaders of South Korea and Japan are considering…
On August 25, 2022, the Securities and Exchange Commission adopted final rules on company pay for performance disclosure required under the 2010 Dodd-Frank Act. To help companies prepare for 2023 proxy statements and annual shareholder meetings, we summarize below the key elements of the final rules, how key stakeholders (activists,…
Ukraine’s successful counterattack has increased expectations of further Western support. The leaders of Russia and China might meet this week. Windfall taxes and utility bailouts are the least contested EU proposals to counter the energy crisis. Kenya’s new president will be sworn in. Meanwhile, duties on India’s rice exports will…
Culture has always been a key driver of business performance. Recent studies show that companies listed among the best places to work – based on their corporate culture – deliver 20% higher returns to shareholders than comparable companies over a five-year period. While CEOs have long…
The heavily industrialized, trade-dependent, and energy-intensive economies in Central and Eastern Europe (CEE) are particularly vulnerable to high energy prices, and economic slowdown in Western Europe. A total shutoff of Russian gas flows to Europe would likely lead to highly disruptive gas shortages in countries like Hungary or Serbia. The…
