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Global Newsletter & Insights Series
It has been around 100 days since Australia’s federal election on 21 May, delivering Prime Minister Albanese and Labor into government. As the government and broader public reflect on its performance to date, Teneo speaks with three esteemed experts to discuss how the Albanese government has performed across politics, the…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News BlackRock and nine European financial services firms, along with nearly 350 individual mutual funds, have been barred from doing some business in Texas after it determined that these companies were…
EU governments are doing their best to prepare for a winter of lower Russian gas supplies, but global price dynamics might strain European economies. National-level measures to protect consumers and firms will remain the default response, although their growing cost will increase the popularity of policy options such as windfall…
President Cyril Ramaphosa remains under pressure from the Phala Phala ‘farmgate’ scandal; the investigations by the public protector investigation and the South African Reserve Bank (SARB) are the main signals to watch. His finance minister stands newly accused of alleged sexual harassment. While nothing may happen while the case proceeds,…
Now that the new gas surcharge has been fixed at 2.4 cents per kWh, its introduction looming on 1 October has triggered political debate about ways to support consumers, prevent political pushback, and maintain broad support for Ukraine. The levy will start at the lower end of a politically contested…
July economic data showed the economy weakening across the board, raising difficult choices for policymakers about whether to backslide on earlier promises to avoid "supersize" stimulus. Interest-rate cuts have failed to revive credit demand, due to the combination of collapsing public confidence in the housing market and the ongoing impact…
The 2022 proxy season was marked by external turbulence with a considerable ESG impact. In the wake of the still ongoing pandemic, companies faced new black swan events such as the war in Ukraine and navigated rising inflation, high oil prices and continued supply chain issues. Executives, directors and even…
Hungary approaches crunch time to address the European Commission's (EC's) rule of law concerns, which could result in funding cuts. The leaders of Serbia and Kosovo are set to hold a series of meetings in Brussels in an attempt to de-escalate bilateral tensions. Following the meetings, Serbia's President Aleksandar Vucic…
The Chinese government's immediate response to US House Speaker Nancy Pelosi's visit to Taiwan did not trigger a crisis as feared, but the medium- and long-term impacts could be more significant. Pelosi's visit may have ushered in a new normal of increased Chinese military presence around Taiwan, more frequent provocations…
Recent explosions in Crimea symbolize a new stage of the war characterized by Ukraine’s strikes on Russian targets well beyond the frontline, and an increased focus on southern Ukraine. Kyiv is still reportedly preparing for the consequential counteroffensive in Kherson, although the details remain unclear. Moscow likely hopes that mounting…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News In the second quarter of 2022, U.S. sustainable funds experienced the first quarter of outflows in over five years, shedding $1.6 billion during the quarter amid macroeconomic issues such as the…
The UK is experiencing its highest level of inflation in c. 40 years, driven by the aftermath of the Covid-19 pandemic, ongoing issues related to Brexit and the emerging impacts of the Russia-Ukraine conflict. Comparatively limited wage growth has resulted in a “cost of living crisis,” with energy and transport…
