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Global Newsletter & Insights Podcast
Proxy Voting and ISS Influence As the proxy voting landscape evolves under regulatory scrutiny and AI-enabled voting tools, ISS voting recommendations continue to shape shareholder outcomes across the U.S. market. Analysis of the 2026 proxy season shows that ISS voting recommendations remained a meaningful factor in investor decision-making, with selective…
AI Reputation and Generative Search As generative AI becomes the first point of information discovery, corporate reputation is shifting from search visibility to machine understanding. AI reputation is becoming a strategic priority as answer engines increasingly influence how companies are evaluated by investors, customers, regulators and policymakers before they ever…
London Housing Market Correction As affordability pressures intensify, the London housing market is entering a new phase of adjustment driven by higher mortgage costs, weaker investor demand and changing buyer behaviour. London house prices have fallen materially in real terms since 2021, with the correction most visible in flats and…
UK Manufacturing Resilience As geopolitical uncertainty intensifies, the UK manufacturing sector is being reshaped by supply chain disruption, rising input costs and shifting trade dynamics. The latest UK manufacturing outlook points to a market balancing signs of recovery, including stronger PMI performance, against continued pressure on margins, working capital and…
This report offers our perspective on the three-to-five-year outlook for the global restructuring market. With private credit established as a dominant force within the credit landscape, our analysis focuses on how we expect the market to evolve and what this means for lenders operating within the sector. Our conclusions draw…
AI Data Center Social License As AI infrastructure investment accelerates across the United States, AI data centers are facing growing scrutiny over energy demand, water use and community impact. More than $1 trillion is expected to flow into new data center capacity through 2030, while public opposition is increasingly delaying…
UK Economic Outlook and Inflation Risks As geopolitical tension intensifies, the UK economy is entering a more fragile phase shaped by higher energy costs, supply-chain disruption and persistent inflation pressure. This UK economic outlook assesses how the Iran conflict could delay disinflation, keep Bank of England rates higher for longer…
AI is already having seismic effects on Britain’s economy, but public and political opinion has yet to settle. This report draws on new research combining a nationally representative survey of 2,004 UK adults, a poll of 102 Members of Parliament, a dedicated survey of 502 UK technology professionals and a…
Global Aviation Disruption From Iran Conflict As geopolitical tension intensifies, global aviation is being reshaped by the operational and cost shock of the Iran conflict. Airspace closures across the Middle East have disrupted a critical corridor linking Europe, Asia and Africa, forcing widespread rerouting and cancellations. The Iran conflict aviation…
UAE Construction Claims And Force Majeure As geopolitical disruption intensifies, the UAE construction sector is being reshaped by supply chain volatility, cost escalation and contractual pressure. The United States and Iran conflict has driven sharp increases in fuel prices and delayed material flows, making UAE construction claims and force majeure…
U.S. Food and Beverage Under Geopolitical Pressure As geopolitical tension intensifies, the U.S. food and beverage sector is entering a new phase of cost volatility driven by energy, freight and input disruption. The Iran conflict impact on U.S. food and beverage is emerging less through direct trade exposure and more…
Southeast Asia Energy Security and LNG Dependence As geopolitical conflict intensifies, Southeast Asia’s energy landscape is being reshaped by LNG supply disruption, price volatility and heightened exposure to imported fuel systems. The U.S.-Iran war has triggered a sharp repricing of LNG and revealed structural vulnerabilities in supply chains,…
Europe Energy Market Outlook: LNG Competition, Price Volatility and Security As geopolitical disruption intensifies, Europe’s energy market is being reshaped by global LNG competition, price volatility and shifting supply dynamics despite relatively limited direct reliance on Persian Gulf energy flows. The Iran conflict has exposed how interconnected gas markets transmit…
As geopolitical tension and shifting investment flows reshape the GCC outlook, CFOs are navigating heightened volatility across demand, liquidity and supply chains. This analysis explores key operational pressures and outlines how finance leaders can strengthen cash management, resilience and decision making in a more uncertain regional environment. https://media.blubrry.com/teneoinsightspodcast/content.blubrry.com/teneoinsightspodcast/Teneo_Insights_-_Episode_3_-_D_Kelly_100820.mp3…
