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US/China: What Would a Bilateral “Thaw” Look Like?

US-China diplomatic contacts are increasing, and bilateral relations appear to be returning to the baseline established prior to February's balloon incident. Despite this apparent "thaw," we see little scope for substantive breakthroughs in bilateral ties, given that neither side is willing to offer concessions. Even absent concrete policy shifts, however,…

May 26, 2023
By Gabriel Wildau
vision2023-banner-backgroundVision 2023: Where is the World Going in 2023 and Beyond?

CEO and Investor Outlook Survery The role of today’s CEO is evolving, paralleling the shifting global financial, geopolitical and social landscapes in which they operate. Teneo is fortunate to work with and advise leading CEOs around the world as they navigate this environment. As the calendar turns from a tumultuous 2022 to the uncertainties of… December 20, 2022
Eleveted,,Night,View,Of,Makati,,The,Business,District,Of,MetroPhilippines: Why Marcos’ Sovereign Wealth Fund is Controversial The government’s specific goals in setting up a sovereign wealth fund (SWF) remain unclear. President Ferdinand Marcos Jr. is staking his political capital on the bill, which gives it a reasonable chance of approval when it moves forward to the senate next month. Oversight safeguards are included in the bill… December 20, 2022
Panoramic,Aerial,View,Of,Miraflores,Town,And,Lima,City,AtLATAM Pulse 12.19.22 This week, Peru remains in crisis amid congressional resistance to bringing elections forward. In Brazil, there will be another attempt to vote for a spending cap waiver ahead of Luiz Inacio Lula da Silva’s inauguration on 1 January. The International Monetary Fund (IMF) should release the… December 19, 2022
Night,View,Of,Kuala,Lumpur,City,With,Stunning,Reflection,InWeekly Political Compass 12.19.22 The presidents of Russia and Belarus are meeting. South Africa’s president has won re-election at his party’s conference. Peru’s Congress will debate bringing forward elections to 2023. Japan’s government is set to approve its 2023 general budget. Meanwhile, Malaysia’s PM won a confidence vote, EU energy ministers are negotiating a… December 19, 2022
Light,At,The,End,Of,The,Tunnel.,Halnaker,Tree,TunnelTeneo U.S. ESG Roundup 12.15.22 Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News The Teneo Governance team has published a new client brief, "Be Careful What You Wish For: Four Potential Consequences of Pass-through Voting For Companies." The brief defines… December 15, 2022
Blurry,Of,Road,In,The,Middle,Of,Asphalt,Road,AtWhat to Watch in 2023: Outlooks for the Year Ahead from Teneo’s Geopolitical Risk Team A year ago, political, corporate and market leaders across the globe contemplated what the buildup of Russian forces along Ukraine’s borders would portend. While the U.S. administration and intelligence community warned that a Russian invasion was likely, many corporate leaders and market participants were nevertheless taken by surprise when it… December 14, 2022
View,From,The,Helicopter,For,Buenos,Aires,,ArgentinaLATAM Pulse 12.12.22 This week, Peru’s political situation remains unsettled as new President Dina Boluarte tries to rein in protests that followed the ousting of Pedro Castillo. In Brazil, an increase to the government spending cap continues to work its way through Congress. Meanwhile, there may not be time to approve contentious electoral… December 12, 2022
Panorama,View,From,Riga,Cathedral,On,Old,Town,Of,Riga,Weekly Political Compass 12.12.22 Covid-19 is sweeping through China. South Africa’s parliament will debate the Phala Phala report. Peru’s newly installed president is aiming at bringing forward elections. Corruption allegations have rocked the European Parliament. Meanwhile, Japan may decide how to pay for greater defense spending, a no-confidence vote will be held in Slovakia,… December 12, 2022
Huangpu,River,And,Shanghai,Skyline,At,Dusk,,chinaChina: Zero-Covid is Over, Policy Focus Shifts to Growth The speed of China's exit from zero-Covid is surpassing even the optimistic expectations reflected in last week's note. The readout from the Politburo meeting on 7 December omits any reference to dynamic zero, signaling that the Communist Party leadership has abandoned it. A day later, the National… December 8, 2022
Washington,,Dc,,Usa,-,June,25,,2022:,The,Logo,Of(Claw) Back to the Future: Implications of the SEC’s Final Executive Compensation Recovery Rule On October 28th 2022, the SEC adopted the final compensation-related rule of the Dodd Frank Act, requiring companies to recoup compensation that was previously awarded to certain executives based on false information. Whereas companies were able to implement other Dodd-Frank compensation-related rules without fundamentally changing their pay plans (such as… December 8, 2022
Skyline,Of,Tunis,At,Dawn.,The,Mosque,Is,A,LandmarkEmerging Markets: 2023 Elections, Political Risk & Reform Outlook Our Emerging Markets (EMs) outlook table  summarizes the impact of elections in EMs in 2023. Markets are ordered in accordance with the electoral calendar. Risk ratings are relative to each country, and not comparative across all countries listed. The table is intended as a summary, not to replace our deeper… December 8, 2022
President,Of,The,Management,Board,Presents,Past,Year,Company,PerformanceBe Careful What You Wish For: Four Potential Consequences of “Pass-Through” Voting for Companies Earlier this year, Republican Senators introduced the “INDEX” Act that would require passively managed funds to vote proxies in accordance with the instructions from their clients. The proposed bill followed the announcement of BlackRock’s “Voting Choice” initiative that provides clients the option to vote proxies themselves. Vanguard and SSGA have… December 5, 2022