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Weekly Political Compass 5.19.25

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 Romania’s consequential presidential election result. Meanwhile, the EU and the UK reach a new deal, China imposes fresh tariff duties on the U.S. and others, and…

May 19, 2025
By Wolfango Piccoli & Andrius Tursa
Teneo Insights Takeaways – Getting to Zero: The Struggle to Address Climate Policy Through Multilateralism Teneo Insights Takeaways – Getting to Zero: The Struggle to Address Climate Policy Through Multilateralism Monica Frassoni, Teneo Senior Advisor, former MEP and Co-President of the European Green Party; Sarah Ladislaw, head of the U.S. program at Rocky Mountain Institute; and Michal Meidan, Director of the China Energy Programme at Oxford Institute for Energy Studies, joined Kevin Kajiwara for a discussion on policy and regulatory… October 15, 2021
Emerging Markets: Covid-19 Vaccinations and Challenges 10.13.21 Emerging Markets: Covid-19 Vaccinations and Challenges 10.13.21 Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of the latest developments. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. Click… October 13, 2021
Poland: Implications of the Constitutional Tribunal Ruling Poland: Implications of the Constitutional Tribunal Ruling The deepening rule of law dispute between Warsaw and Brussels heightens the risk of further restrictions on Poland’s access to EU funds. Reduced EU funding and rising concerns about Poland’s future membership in the EU could erode voter support for the ruling Law and Justice party in the medium term. October 13, 2021
Supply Chain Crisis: Temporary Dislocation or the New Norm? <br>(Part 2) Supply Chain Crisis: Temporary Dislocation or the New Norm?
(Part 2) Part 2: Global Shipping Disruption Threatens the Resilience of UK Supply Chains Supply chain resilience is at the top of Board agendas. Soaring shipping costs are eroding margins and delays are hampering revenue and cash generation. Bulky goods retailers and retailers reliant on Christmas trading, together with “just in time”… October 12, 2021
Weekly Political Compass 10.11.21 Weekly Political Compass 10.11.21 The U.S. and China held virtual trade-related talks. Tensions are rising in the relationship between the UK and the EU. Japan’s new PM will dissolve the Diet. Argentina’s finance minister will attend the annual IMF meetings. Meanwhile, candidate registration ended in the Philippines, Austria has a new chancellor, another presidential… October 11, 2021
Italy: A Noisier Political Backdrop But Draghi Won’t Lose Much Sleep Over It Italy: A Noisier Political Backdrop But Draghi Won’t Lose Much Sleep Over It The main takeaway from the 3-4 October local elections is that the outcome will not cause any major problem to Prime Minister Mario Draghi's government. The former ECB chairman, who enjoys approval ratings close to 70%, remains unchallenged. Draghi's main source of strength, in addition to his personal standing and… October 7, 2021
ESG Roundup 10.7.21 ESG Roundup 10.7.21 Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News BlackRock announced that it will provide institutional investors like pensions and endowments the chance to vote on proposals themselves starting in 2022. This shift allows these asset owners to… October 7, 2021
Acquiring Banks: Will the Unwind of COVID-19 Measures Increase Chargeback Risks Acquiring Banks: Will the Unwind of COVID-19 Measures Increase Chargeback Risks The implementation of COVID-19 support measures by the Government has materially reduced the risk of merchant insolvency during the periods of lockdowns and restrictions. However, soon these measures will unwind, and it is expected that many merchants will experience financial distress. Acquiring banks will be critical to any merchant restructurings… October 7, 2021
Weekly Political Compass 10.4.21 Weekly Political Compass 10.4.21 The U.S. trade representative will outline Washington's approach to China trade. Fumio Kishida is Japan’s 100th prime minister. Exploratory coalition talks could officially begin in Germany. Meanwhile, candidate registration will end in the Philippines, lower house elections will be held in the Czech Republic, Mexico’s congress will discuss electricity sector… October 4, 2021
Supply Chain Crisis: Temporary Dislocation or the New Norm? <br>(Part 1) Supply Chain Crisis: Temporary Dislocation or the New Norm?
(Part 1) Part 1: Can Consumer Products Suppliers Navigate the Disruption? Consumer Products Suppliers Under Threat As world economies have started to reopen a number of issues have emerged in the Consumer Products supply sector which are causing significant challenges to businesses. Labour and haulier shortages are creating high profile operational disruption. October 1, 2021
Japan: Next PM Kishida Set To Tweak But Continue With The Abe/Suga Framework Japan: Next PM Kishida Set To Tweak But Continue With The Abe/Suga Framework Fumio Kishida has won the LDP leadership race, leveraging Diet members’ support to edge out grassroots favorite Taro Kono in both rounds of the vote. Known as a moderate but mutable right-winger, Kishida is set to govern with a slightly ‘kinder’ variant of Abenomics and a continued commitment to digital… September 30, 2021
Teneo Insights Webinar: One Month to COP26 – What Can Business Expect? Teneo Insights Webinar: One Month to COP26 – What Can Business Expect? Below please find key take-outs from our September 30th panel featuring Allegra Stratton, the Prime Minister’s Spokesperson for COP26; Amber Rudd, Senior Advisor at Teneo, Former Secretary of State for Energy and Climate Change, and signatory of the Paris Climate Agreement; and Duncan Burt, Chief Sustainability Officer and Director for… September 30, 2021