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 controversy around German tank deliveries. Meanwhile, Chinese tourists are returning to destinations across Asia, presidential runoff elections will be held in the Czech Republic, Brazil’s president is beginning the first international trip of his mandate...
Weekly Political Compass 1.23.23
LATAM Pulse 1.23.23
This week, Peru continues to face severe volatility. Meanwhile, a regional summit in Argentina marks the first trip abroad of Brazil’s President Luiz Inacio Lula da Silva since his recent inauguration. Bilateral agreements between Argentina and Brazil may be more substantive than anything emerging from the summit. Separately, Argentina’s debt buyback continues to generate questions. Finally...
Japan: Demographic Declines Tops Kishida’s Agenda as Tax Tussles Continue
Demographic decline is the most fundamental issue affecting Japan’s future, and Prime Minister Fumio Kishida’s decision to put children and child-rearing policies at the top of his domestic agenda for 2023 makes sense politically. The issue evokes existential worries about the nation's future among voters, and being seen to take action could potentially have a large payoff for a leader with...
Teneo’s Financial Advisory Business Appoints James Bennett and Michael Tagg as Senior Managing Directors
Teneo, the global CEO advisory firm, today announced the appointment of James Bennett and Michael Tagg as Senior Managing Directors in its Financial Advisory business. Both executives have decades of experience advising clients around complex restructuring and insolvency situations. James Bennett joins Teneo from Interpath (formerly KPMG’s UK Restructuring business) and focuses on complex...
The Not-So-Secrets to Success: Board & CEO Collaboration
No CEO succeeds alone. Their team, their customers, their investors and many other stakeholders all contribute to a CEO’s wins. Among these many relationships, the one with their board of directors is the most symbiotic. A CEO needs a board to share wisdom, serve as thought partners and provide objective oversight. The board, while providing ultimate accountability, very much needs the CEO as the...
Weekly Political Compass 1.30.23
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 Peru. Meanwhile, Thailand may soon be headed towards elections, the EU’s import ban on Russian petroleum products will come into force, the House Speaker and Senate Chairman will be elected in Brazil and there are rumors of tensions between Nigeria’s leader...
Too Legit: ESG Won’t Quit – U.S. ESG Trends for 2023
Spoiler alert: The focus on Environmental, Social and Governance (or “ESG”) topics in the corporate world is here to stay. The catch? We may not call it ESG ten years from now, but that won’t matter. Our view has long been that ESG will become ubiquitous, and that we will likely stop calling it ESG one day because its tenets – and the disclosure of non-financial ESG data – will simply become the...
Mazen A. Skaf Joins Teneo as a Senior Managing Director
Teneo, the global CEO advisory firm, today announced the appointment of Mazen A. Skaf as a Senior Managing Director in its Management Consulting business. Mazen has more than 20 years of experience in management consulting and technology ventures. He has advised clients in a variety of sectors including energy, technology and private equity. He specializes in strategy development and...
Teneo U.S. ESG Roundup 2.2.23
Our bi-weekly spotlight explores key ESG-related market developments and their implications for corporates and investors. ESG in the News Democratic members of the House of Representatives announced last month the formation of the Congressional Sustainable Investing Caucus. Sean Casten (D-IL) and Juan Vargas (D-CA) will be co-chairing the caucus, which also includes Reps. Bill Foster (D-IL)...
Weekly Political Compass 2.6.23
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 judicial reform in Poland. Meanwhile, the Philippines will grant the U.S. four more military bases, EU leaders will discuss further changes to state aid rules, Brazil’s president will visit Washington and South Africa’s leader will deliver his state of the...
US/China: Balloon Fiasco Deflates Emerging Détente
Despite earlier Chinese balloons that US officials declined to publicize, the Biden administration apparently calculated that, given its low altitude, this balloon would inevitably be discovered. We doubt that Chinese leaders intended to engage in a brazen provocation ahead of a planned US visit to Beijing; a technical malfunction is a more plausible explanation for the incident.
France: What Happens if Parliament Blocks Pension Reform
As the National Assembly (AN) starts discussing President Emmanuel Macron's pension reform plans this week, several MPs from pro-Macron parties and the center-right The Republicans (LR) have suggested they might not support it. In the coming weeks, the government will likely try to amend its proposals to convince the skeptical deputies. Short of a parliamentary majority, Macron might resort once...
Gabriel Wildau, Managing Director at Teneo, Discusses the Effect of the Chinese Balloon on the U.S-China Détente with CNBC
Teneo Survey Shows Mix of Optimism and Concern About China Among Global CEOs and Investors
This year is shaping up to be a pivotal one for the future of foreign investment in China. Economic growth slowed to 3% in 2022, the slowest annual pace since 1976, not including 2020, when Covid-19 first emerged. China’s harsh zero-Covid policy was the main factor behind weak growth, but that policy has now ended, setting the stage for a growth rebound this year. Still, the strength of this...
William J. Bratton, Executive Chairman, Risk Advisory at Teneo, Discusses Police Reform and Super Bowl Security With Fox Business
Lisi Christofferson Joins Teneo as a Managing Director
Teneo, the global CEO advisory firm, today announced the appointment of Lisi Christofferson as a Managing Director in its Strategy and Communications business. Lisi is a pollster and strategist who has managed opinion research for FTSE-listed companies, non-profit advocacy groups, media outlets, politicians and political parties. Across all of these groups, understanding the views of specific...
Sharon Hoffman Joins Teneo as a Managing Director
Teneo, the global CEO advisory firm, today announced the appointment of Sharon Hoffman as a Managing Director and Senior Communications Coach in its Strategy and Communications business. Sharon is an award-winning production executive and seasoned communications consultant with more than 25 years of experience in broadcast news, entertainment and new media. Most recently...
Weekly Political Compass 2.13.23
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 Italy. Meanwhile, a new central bank governor will be nominated in Japan, noise continues about a potential postponement of Turkey’s elections, a key health reform will be unveiled in Colombia, and the Labour candidate is leading in several Nigerian...
Communicating Your Company’s ESG Strategy in 2023: Five Tactical Considerations
U.S. companies are facing a new challenge in 2023 – communicating their ESG strategies in the middle of an intense anti-ESG political campaign. To help companies navigate this landscape, we have provided the below key considerations for communicating strategies within 2023 ESG reports, websites, press releases, social media, proxy statements and annual reports. Certain U.S.
Reflections on the First Anniversary of Russia’s War in Ukraine and What’s to Come
On February 24, 2022, Russian President Vladimir Putin announced a “special military operation” – a full-scale invasion of Ukraine. With an intense humanitarian crisis, inflationary shocks, staggering energy prices and disruptions to global trade, impacts from the war in Ukraine continue to reverberate across world regions. Andrea Kendall-Taylor, Senior Advisor at WestExec Advisors and former...