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Global Newsletter & Insights Series
Executive Summary As efforts to limit climate change accelerate and governments make plans for net zero, they are increasingly asking the same of businesses. Many organisations will need to fundamentally change how they operate to comply. These net zero requirements are often complex, fundamentally transformational and long term enough to…
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 new EU sanctions on Russia. Meanwhile, Thailand’s former prime minister was released from jail, the European Commission president is seeking a second term, Brazil’s president has…
According to Vision 2024, Teneo’s annual CEO and Investor Outlook Survey, 68% of both CEOs and investors expect a sizable M&A uptick in 2024 despite tougher regulatory oversight and higher cost of capital.1 M&As are typically focused on achieving synergies, adding capabilities, acquiring IP and gaining access…
The buzz around COP28 may have faded, but the need for businesses to take concrete action for climate change remains. Businesses have the power to be the agents of positive climate action – by investing into green technologies and fostering a culture of environmental responsibility within the business. In November…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The European Parliament and Council reached a provisional agreement on a proposal for regulation of ESG rating activities. The new rules would require ESG ratings providers to be authorized…
Section 01: Executive summary Falling inflation and upward wage pressure are resulting in household relief after two years of real wage decline. However, continued pressure from mortgage rates and debt accumulation means we expect consumer spending to remain suppressed. 1: Slow growth and recessionary pressure are causing the UK labour…
In 2023, AI sent a wake-up call for businesses and consumers, but 2024 marks the turn for politics. The democratization of AI abilities comes at the start of an eventful year that will see more than two billion people, across 50 countries going to the polls. With pundits already raising…
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 Indonesia’s presidential election. Meanwhile, Taiwan's defense ministry detected eight mainland Chinese balloons, Spanish regional elections will have a limited impact on national politics, Venezuela’s president has…
Public resilience is gradually eroding and will be further tested by unpopular mobilization plans, uncertainty about external military assistance and the worsening situation on the frontlines. Unless military support from the US is renewed in the near term, Russia’s military advantage will grow and might result in new territorial advances.
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 monetary policy in Nigeria. Meanwhile, election campaigning will end in Indonesia, the leaders of Russia and Turkey will meet, Argentina’s lower house will begin debating the…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News BlackRock’s Investment Stewardship team released updated 2024 proxy voting guidelines for U.S. securities summarizing the asset managers philosophy and approach to engagement and voting, as well as outlining governance…
If at the 1-2 February European Council, Hungary maintains its veto, the remaining 26 EU members will act alone to support Ukraine with a four-year EUR 50bn macro-financial support package. The biggest signpost for future support to Ukraine is the US election, but given the knock-on effects of the geopolitical…
