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Global Newsletter & Insights Series
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…
On May 13, U.S. President Joe Biden's administration rolled out its International Cyberspace and Digital Policy Strategy, which outlines a doctrine of "digital solidarity" and international coalitions to "promote, build, and maintain an open, inclusive, secure, and resilient digital ecosystem." The Strategy is the first articulated U.S. global cyber strategy…
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 announcement of South Africa’s new cabinet. Meanwhile, Canada is considering tariffs on Chinese EVs, French voters will go to the polls in the first round…
There are times in a nation’s history when every serious politician agrees what the problem is. In the UK today, the problem is universally acknowledged to be economic growth — or rather, the lack of it. Superficially, the UK’s monetary and fiscal position looks pretty much in the middle of…
Section 1: Forward and Executive Summary Foreword The rapidly evolving macroeconomic and geopolitical landscape and changing consumer preferences will continue to impact aviation passenger volume for the foreseeable future. The outlook for aviation is complex and varies significantly around the world. Macroeconomic factors continue to affect disposable income, placing greater…
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 parliamentary cooperation against Argentina’s government. Meanwhile, the Bank of Japan’s monetary policy committee will meet, moderate parties performed better than expected in Belgium, a key vote…
A reshuffle of senior defense officials and the proposed tax hikes suggest President Vladimir Putin’s efforts to sustain the war in Ukraine and develop the country’s military capabilities in the medium-to-long term. Asset takeovers have become relatively common and will remain a pertinent risk for domestic and Western (especially the…
