Subscribe to weekly updates from Teneo
Global Newsletter & Insights Series
Recent explosions in Crimea symbolize a new stage of the war characterized by Ukraine’s strikes on Russian targets well beyond the frontline, and an increased focus on southern Ukraine. Kyiv is still reportedly preparing for the consequential counteroffensive in Kherson, although the details remain unclear. Moscow likely hopes that mounting…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News In the second quarter of 2022, U.S. sustainable funds experienced the first quarter of outflows in over five years, shedding $1.6 billion during the quarter amid macroeconomic issues such as the…
The UK is experiencing its highest level of inflation in c. 40 years, driven by the aftermath of the Covid-19 pandemic, ongoing issues related to Brexit and the emerging impacts of the Russia-Ukraine conflict. Comparatively limited wage growth has resulted in a “cost of living crisis,” with energy and transport…
The Chinese government's initial response to US House Speaker Nancy Pelosi's Taiwan visit should ease concerns about a worst-case scenario of military confrontation or trade blockades. Even short of such scenarios, however, Beijing's responses could last for months, unsettling financial markets and raising risks for multinational companies. US multinationals in…
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.
