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Global Newsletter & Insights Series
This is the fourth report in Teneo’s ’23 & ESG Series analyzing 250 sustainability reports published by S&P 500 companies between January 1-June 30, 2023 (“2023 sustainability reports”). Other reports in the series highlight the top 10 takeaways and key statistics of 2023 sustainability reports,…
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 looming election campaign. Meanwhile, Vietnam’s president is visiting Japan, Italy’s modified recovery plan received the green light from Brussels, Argentina’s president-elect is…
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 South Africa severing diplomatic ties with Israel. Meanwhile, a deal between Taiwan’s two main opposition parties is in danger, voters are going to…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The California Public Employees’ Retirement System (CalPERS) announced its Sustainable Investment 2030 Strategy, which will more than double its climate-focused investments to $100B by 2030 and cut in half its portfolio’s…
Prime Minister Rishi Sunak has reshuffled his cabinet in what is likely to be the last major change of the Conservative front bench ahead of the general election expected before the end of 2024. The return of former prime minister David Cameron as foreign secretary came as a major surprise.
A recommendation by the European Commission (EC) to start EU accession talks is a symbolic move that heightens optimism in Ukraine about the country’s future amid Russia’s devastating invasion. The launch of the talks would put Kyiv on a long-term reform pathway and could become a unifying objective for pro-Western…
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 Argentina’s presidential elections. Meanwhile, the presidents of China and the U.S. will meet, a former PM returns as British foreign secretary, Brazil is…
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 G7 debates over the situation in the Middle East. Meanwhile, US and Chinese diplomats held meetings, the European Commission will issue its assessment…
This spotlight explores key ESG-related market developments and their implications for corporates and investors. Teneo published our annual study of proxy season trends, entitled: 2023 Proxy Season Review: Institutional Investor Expectations in a Divided World. In addition to covering recent proxy voting trends, the report looks at…
With less than three weeks to go until the 22 November general elections, fragmentation remains the name of the game in Dutch politics. However, despite a complicated political landscape with up to 18 parties currently expected to be represented in the 150-seat lower house of parliament, some overall trends will…
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 South Africa’s fiscal outlook. Meanwhile, US-China relations show signs of improvement, early elections are ahead in Serbia, high-level horse trading will continue in…
The 2023 proxy season reflected a post-pandemic “return to normal” with investors balancing increased focus on financial materiality with ESG considerations. Below are our top 11 takeaways from the 2023 proxy season. 1: Institutional investors go all-in on financial materiality. Walking a thin line in a divided world of ESG,…
Two collisions in disputed waters highlight the longer-term trend of increased assertiveness by both Manila and Beijing in their attempts to assert sovereignty. The risk continues to be of a miscalculation, not intentional escalation; both sides will try to avoid an "armed attack" that would invoke the US-Philippines Mutual Defense…
Ukraine’s counteroffensive has not achieved the presumed military and political objectives so far and the prospects of a breakthrough appear limited. Kyiv is expected to adopt a more defensive approach if uncertainty about US military support continues, and Russia intensifies its land and air attacks in winter months. The initial…
