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As the Trump administration unveils sweeping changes to trade policy and Congress considers next steps following last week’s passage of the reconciliation bill, we are monitoring the following: In a significant shift, the Trump administration has extended the deadline for reimposing reciprocal tariffs to August 1, just days before the…
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 Japan’s Upper House election campaign. Meanwhile, China imposes new trade restrictions on the EU, Latin American capitals brace for U.S. tariff announcements, and problems grow for…
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 a crucial court decision for Thailand’s government. Elsewhere, Japan’s Upper House election campaign kicks off, South Africa’s government faces a new crisis, and tensions rise between…
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 the Israel-U.S.-Iran conflict. Elsewhere, NATO members gather in the Netherlands for a crucial summit; the Organization of American States (OAS) holds its general assembly amid complex…
Hours after a ceasefire began on 24 June, Israel accused Iran of violating the agreement and vowed to launch fresh strikes on Tehran. President Trump claimed both sides had violated the agreement within hours of its commencement. He ordered Israel to recall its fighter jets and “calm down” stating that…
At the end of last year, we conducted our annual Vision 2025: CEO and Investor Outlook Survey. Given the rapid pace of change around the world, respondents suggested that we also mine the views of CFOs, given their key role in capital allocation and financial strategy. In…
The upcoming NATO Summit at The Hague in the Netherlands on 24-25 June comes at a critical time for the transatlantic alliance. In the context of rapidly evolving security threats, U.S. President Trump’s stance on NATO has triggered significant anxiety in European capitals, as the U.S.’ leading role in guaranteeing…
The 2025 proxy season unfolded amid political pressure and regulatory change. A new administration brought a significant shift in the regulatory environment, with revised SEC guidance on Regulation 13D/13G beneficial ownership rules dampening some investor engagement activity. In addition, changes to the SEC’s 14a-8 “no-action” process led to a 30%…
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 a challenging G7 Summit in Canada, with other leaders including from South Korea and Brazil also attending. Elsewhere, the Israel-Iran conflict continues, China conducts maritime drills…
On 11th June, the Government released its Spending Review. Against a backdrop of uncertain economic growth and fragile fiscal position, this review targets growth by front-loading spend and relies on efficiency in day-to-day spending in the long-term. The Spending Review has come at a critical juncture for the UK Government.
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 the latest U.S.-China trade talks. Elsewhere, hopes of a U.S.-Japan deal this week recede, Italy’s five referendums look set to fail and an attempted assassination impacts…
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 South Korea’s presidential election. Meanwhile, Germany’s chancellor heads to Washington, the leaders of the U.S. and China could speak directly, and another round of Russia/Ukraine peace…
