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Global Newsletter & Insights Series
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…
Despite the UK government announcing three new trade agreements in May, GDP growth outlook remains challenged. These trade deals are likely to offer limited short-term benefits, at a time when several macroeconomic headwinds, including rising inflation, increasing unemployment and constrained fiscal headroom, are weighing on business and consumer confidence. Against…
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 U.S.-EU trade relations. Meanwhile, tensions between China and Australia rise, Japan’s PM attempts a political reset, and the foreign policy statements of Germany’s chancellor are attracting…
The U.S. “Liberation Day” announcement on April 2, 2025, introducing broad global tariffs, followed by pauses, adjustments and international agreements, has sparked significant market volatility. While recent trade agreements have tempered initial concerns, ongoing negotiations and administration positions, including those on regional tariffs and tariff related price hikes, signal continued…
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…
On April 28th, Spain, Portugal and parts of Southern France experienced one of the largest power outages in European history. The blackout lasted over 10 hours in many areas, affecting approximately 60 million people, resulting in nine fatalities and causing an estimated €2B-5B in economic loss.1 To the credit of…
As the United States grapples with shifting political winds, developers in the distributed solar and storage market are facing a potential policy storm. The confluence of an uncertain future for the Inflation Reduction Act (IRA), escalating import tariffs and evolving state-level responses threaten to reshape the economic and growth trajectory…
