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Global Newsletter & Insights Series
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…
Our Emerging Markets (EMs) outlook table summarizes the impact of elections in EMs over the next 18 months. Markets are ordered in accordance with the electoral calendar. Risk ratings are relative to each country, and not comparative across all countries listed. The table is intended as a summary, not to…
Russia has defaulted on its sovereign debt. Western leaders are discussing additional sanctions. Meanwhile, China’s president will make his first trip outside the mainland since the pandemic, Turkey’s president remains a key veto player ahead of the NATO summit, Ecuador’s national assembly will continue discussion whether to impeach the president,…
On June 23, weeks of turmoil for the government came to a head with two crushing by-election losses. With the PM’s standing already significantly weakened after 41% of his MPs voted to remove him in a no-confidence vote two weeks ago, Boris Johnson’s position looks increasingly shaky. The Tories now…
The world is facing an unprecedented level of humanitarian emergencies. While the ongoing conflict in Ukraine has precipitated a humanitarian tragedy and threatens future global food security, the situation is increasingly worsened by natural disasters fueled by climate change and environmental degradation. At this pivotal time, global leaders are uniquely…
On May 25th, the SEC proposed two rules that seek to provide the market with greater clarity on how funds incorporate ESG factors into their investment activities. While the SEC’s proposed rules are directed at investment companies and mutual funds, other companies are likely to be impacted as well. The…
