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Global Newsletter & Insights Series
Homebuyers in at least 80 cities have halted mortgage payments to protest housing developers' stalled progress on finishing construction of pre-sold apartments. In a worst-case scenario, the issue could trigger systemic financial risk and social instability, given housing's role as a bedrock of the broader financial system. But our base…
Debt restructurings are often delayed or fail due to a lack of adequate preparation and focus on details that may be needed throughout the process. Debt restructuring is a challenging, demanding task which takes up a great deal of senior management’s time (which is better utilized focusing on business issues)…
Russia has halted gas shipments to Germany. Japan’s ruling party strengthened its majority in the wake of Shinzo Abe’s death. The US foreign minister met his Chinese counterpart. Sri Lanka’s president is expected to resign. Meanwhile, the foreign ministers of Australia and China have met, Conservatives in the UK will…
The Digital Services Act (DSA) is getting closer to its final adoption. Strategic planning, proactive engagement in co-regulatory and standardisation processes and a track record of best efforts to comply, can help digital service providers prepare for EU-wide enforcement of new standards applicable to global companies. After more than a…
The comment period for the U.S. SEC’s proposed rule on climate-related disclosure ended on June 20th. Thousands of comments were submitted by companies, investors, trade associations and individuals. To help companies plan for their future climate disclosures and shareholder engagement, we have provided a summary of the six (6) issues…
The shocking assassination of former prime minister Shinzo Abe on 8 July is an inflection point in modern Japanese history that will deeply shake political elites and the public alike. However, it is a black swan event and does not portend political or social instability. Sympathy votes may increase the…
Following PM Boris Johnson’s resignation, he remains intent on acting as caretaker until party conference season in October; to that end, he has formed a new cabinet. However, many Conservatives will not tolerate this, calling for either a deputy to take the reins or for the party to expedite the…
With the start of the COP27 conference only months away, the state of international discussions and cooperation is in a precarious position. The war in Ukraine has led to acute humanitarian, energy and food crises with global repercussions. Geopolitical relations are fragile and divided. Even with all of this, we…
Following a 12-month drafting process, the new constitution was officially delivered to President Gabriel Boric in a special ceremony yesterday, 4 July. The constituent assembly has now been formally dissolved. A public referendum to ratify or reject the new constitution will take place on 4 September. For the last few…
NATO’s commitments to boost military presence across Europe and overhaul its strategic approach to Russia are reassuring for the alliance’s eastern flank. However, there are multiple questions about the timing and implementation of the outlined plans. Despite the unity demonstrated at the NATO summit, there is still no agreement on…
Japan will hold Upper House elections. Germany is preparing for Russia halting gas deliveries. Meanwhile, smaller Covid outbreaks have occurred in China, Russia is mobilizing the economy for sustained war, Chile’s new constitution has been formally delivered to the president, and IMF representatives are expected to arrive in Ghana. …
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The Supreme Court announced last Friday to overturn Roe v Wade, handing over decision-making power on abortion to state legislatures. Corporate response has focused on supporting employee access to reproductive…
