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As U.S. energy policy shifts under the One Big Beautiful Bill, the renewables sector is adapting to tighter incentives, supply chain constraints and rising power demand. This analysis examines post-OB3 market dynamics across solar, wind and storage and assesses what evolving policy, cost pressures and project selection mean for investment,…
As industrial policy shifts from a cyclical tool to a structural force, global markets are being reshaped by protectionism, geopolitics and state intervention across key sectors. This report examines the rise of neo-industrial policy and assesses what it means for business strategy, supply chains and competitive positioning across the U.S.,…
As weak demand and rising input costs test margins, the UK manufacturing sector is showing resilience but facing sustained pressure on working capital, skills and investment. This analysis reviews the latest UK Manufacturing PMI and sector indicators and assesses what cost inflation, insolvencies and delayed digitisation mean for lenders, operators…
As regulatory scrutiny intensifies, corporate governance in Japan and the United States is being reshaped by evolving shareholder proposal rules, proxy advisor oversight and engagement expectations. This report examines how changes from the SEC and state regulators to Japan’s FSA and Tokyo Stock Exchange are redefining accountability, transparency and shareholder…
As tensions around Iran threaten energy flows through the Strait of Hormuz, global LNG, gas and power markets are entering a period of heightened volatility and structural risk. This analysis examines short and prolonged export disruption scenarios and assesses implications for prices, storage, electricity markets and energy security across the…
As geopolitical volatility, AI disruption and economic uncertainty intensify, global CEOs are redefining leadership to mobilize organizations with greater agility, resilience and creativity. Drawing on findings from Teneo’s Vision 2026 CEO and Investor Outlook Survey, this report explores four leadership shifts and assesses what they mean for strategy, culture and…
As AI driven cyber threats intensify, global boards and CEOs face a new frontier where executive identity has become a primary cyber risk and strategic vulnerability. This report examines the rise of the leadership attack surface, from deepfake fraud to AI generated business email compromise, and outlines implications for governance,…
As AI disruption accelerates, the global B2B software market is entering a reset phase marked by valuation pressure, pricing model shifts and heightened regulatory scrutiny. This B2B Software Sector Outlook examines AI-driven changes to SaaS business models and enterprise buying behaviour, and assesses implications for strategy, valuation and long-term defensibility.
For years, the travel and hospitality sector has been navigating a quiet but important disconnect. Demand remains visible – airports are busy, hotels are full and travel continues to play a central role in consumers’ lives – but the logic guiding travel decisions has shifted. Rather than pulling back, consumers…
UK distressed and special situations M&A accelerated in 2025, generating £1.7bn in proceeds and safeguarding more than 73,000 jobs as companies turned to restructuring and transaction solutions to navigate sustained economic pressure. This report examines the market dynamics shaping UK distressed…
The role of the Chief Risk Officer in UK Financial Services is being tested by intensifying cyber threats, regulatory scrutiny and rising expectations from boards and supervisors. Based on insights from 40 UK CROs, this survey explores how risk functions are moving beyond frameworks toward execution, embedding accountability, strengthening judgement…
The European Union is entering a new phase of industrial policy, as political calls for “Buy European” translate into binding regulation and a more assertive approach to economic sovereignty. This analysis examines how the Industrial Accelerator Act and the evolving European preference regime could recalibrate trade openness, reshape investment risk…
