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Global Newsletter & Insights Series
This week, Mexico’s Andres Manuel Lopez Obrador (AMLO) has moved one step closer to ensuring his National Regeneration Movement (Morena) party retains the presidency in 2024. In Colombia, with under a fortnight to go before the run-off presidential vote, the populist candidate Rodolfo Hernandez appears to have shut the door…
Monetary policy in the Eurozone is in the spotlight this week. The US has once again altered language regarding Taiwan. Turkey is expected to launch a military incursion into northern Syria. Nigeria’s ruling party will hold presidential primaries. Meanwhile, Kazakhstan is changing its constitution, the British Conservatives will hold a…
The conservative People Power Party (PPP) was the clear winner in the 1 June local elections, outpacing expectations to sweep 12 of 17 governorships and over two-thirds of the lower-level leadership posts on the ballot. Given that the PPP’s Yoon Seok-youl won March’s presidential election by a razor-thin margin over Democratic…
US Secretary of State Anthony Blinken gave a speech on 26 May outlining the Biden administration’s overall policy towards China. The speech contained no new policy announcements and largely served as an affirmation of the administration’s existing approach. Though US officials have shied away from the term, this approach amounts…
Government and opposition have reached agreement on the EUR 100bn special fund for investment in the armed forces. As the fund – to be financed exclusively via new debt issuances – will be located outside the normal budget to circumvent the debt brake rule, constitutional change is required via a…
We believe that the capabilities presented by the technology underlying crypto, encrypted, immutable, distributed ledgers, will have a profound effect on the financial services industry over the next few years. As this technology, generically called Cryptographic Distributed Ledger Technology (CDLT) and predominantly blockchain, is open to…
The EU has agreed on a gradual oil embargo against Russia. In China, Shanghai will lift most Covid-19 restrictions. Fuel prices are due to increase in South Africa. Meanwhile, local elections will be held in South Korea, Turkey’s government is tightening its grip on the media, gubernatorial elections will take…
Labor has won Australia’s 2022 federal election, removing the Liberal-Nationals Coalition from government after almost a decade in power. Labor’s win comes at a significant inflection point for the country as it faces growing economic headwinds, grapples with the effects of climate change and adjusts to new strategic realities in…
The global operating environment is increasingly complex, and the response window is ever shorter. Russia’s war in Ukraine, the rise of China, political polarization in the U.S., cyber risks, the energy transition, the growing threat of a global recession and stagflation are all conspiring to challenge today’s business leaders as…
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The SEC voted in favor of two proposals that seek greater transparency of what constitutes an ESG fund. The first proposed rule would expand the scope of the Names…
Decarbonisation has been a top priority in China since President Xi Jinping announced the country’s commitment to achieve carbon peaking by 2030 and carbon neutrality by 2060 – the so-called “Dual Carbon” targets – at the UN General Assembly in 2020. The level of official commitment to decarbonisation is apparent…
This week, Colombia holds its first-round presidential vote, with two candidates vying for a second place that would put them into a run-off against the leftist Gustavo Petro. A flurry of US diplomacy involving Mexico, Brazil, and other countries in the region reflects challenges…
