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Global Newsletter & Insights Series
Overnight strikes in Lebanon and Iran targeting key “Axis of Resistance” figures will elicit a sizable and coordinated response on Israel by Iran and its allies. Any response is expected to take at least a few days to organize, but is likely to involve a simultaneous, multi front attack on…
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 ongoing protests in Kenya. Meanwhile, Japan’s currency faces an important week, Italy’s PM is visiting China, Venezuela’s election result contradicts all credible polling before the vote,…
July 27 will mark the beginning of the 100-day countdown to the 2024 U.S. Presidential Election. President Biden's decision on July 21 to end his reelection campaign capped off a series of significant events over the last two months, including the July 13 assassination attempt on former President Trump while…
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 a key political succession race in Vietnam. Meanwhile, China’s Communist Party has published outcomes from its long-awaited third plenum meeting, another election could be ahead in…
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 election of the European Commission president. Meanwhile, China has criticized a new US law regarding Tibet, the UK government’s agenda will be outlined in the…
Shareholder activism in Japan continues to evolve at a rapid pace, as activist funds embark on new strategies and previously silent shareholders increasingly engage in dialogue with companies. Activist events in Japan were up 156% year-over-year in the first quarter of 2024 alone, already reaching 40% of the 2023 total…
Continued support to Ukraine will be the most urgent priority during the NATO summit taking place on 9-11 July in Washington, DC. However, Ukraine will not be invited to join NATO, nor is it likely to receive credible long-term support guarantees required to prevail in the war against Russia. Despite…
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 NATO’s anniversary summit. Meanwhile, the Philippine Coast Guard has complained about Chinese "intimidation," India’s leader will travel to Russia, talks between Venezuela’s regime and the US…
Prime Minister Sir Keir Starmer’s cabinet contains hardly any surprises. His line-up largely equals the shadow cabinet from Labour’s opposition days. After the first cabinet meeting today, 6 July, the question remains how quickly Chancellor Rachel Reeves might begin recalibrating Labour’s implicit promise of no tax hikes. This reflects 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 the French legislative elections. Meanwhile, Thailand’s constitutional court will consider a dissolution case against an opposition party, voters will go the polls in the UK general…
Section 1: Executive Summary UK economic growth, falling inflation and wage growth have resulted in the recovery of household finances above 2021 levels. However, structural services inflation and higher interest rates present risks to sustained further consumer spending growth. Section 2: The UK Economy Continues to Recover in…
With the 2024 US proxy season nearly in the rear-view mirror, a few key trends and takeaways have emerged. Amidst an uncertain regulatory and political landscape, investors have remained supportive of management on average, as indicated by the modest increase in average voting across management proposals. Concurrently, the number of…
