20230110-安永-The_CEO_Imperative_How_will_CEOs_respond_to_a_new_recession_reality_12页_1mb

报告摘要

Summary of EY CEO Outlook Pulse Survey - October 2022

Inflation and Economic Challenges: Inflation is a critical risk for 69% of CEOs, with many expecting it to negatively impact their company's performance and growth. Confidence in government responses is low, with only 15% believing policies will control inflation without significant business consequences. CEOs are adapting by reconfiguring supply chains, delaying investments, and relocating operational assets due to geopolitical tensions and pandemic-related disruptions.
CEOs' Strategic Actions: Despite uncertainties, 64% of CEOs plan to increase capital investment in the next six months. Digital and technology are primary focus areas for increased spending. Sustainability and ESG are key priorities, with 39% of CEOs prioritizing building sustainability as a core aspect of their products and services.
Investment and M&A Trends: Mergers and acquisitions remain robust, driven by strategic needs such as accessing new markets, enhancing ESG performance, and improving operational capabilities. However, 96% of planned acquisitions were either canceled or failed to complete due to factors like inflation, valuation concerns, and geopolitical tensions. Digital transformation continues at record rates, with companies investing 65% more than in 2020 and aiming for radical operational changes.
Risk Mitigation and Opportunities: CEOs are focusing on long-term value creation through innovation, talent management, and ecosystem building. Key risks include supply chain disruptions, ESG issues, and economic uncertainty, which shape decisions to build resilience and counter challenges.
Overall Commitment: CEOs remain resolute in investing to create sustainable value and navigate global complexities, emphasizing adaptation and strategic reshaping in response to inflation and other external threats.