2025年全球首席执行官（CEO）展望报告

CEOs doubling down on AI and talentinvestment as the keys to resilienceand growth KPMG International |kpmg.com/CEOoutlook KPMG. Make the Difference. tofacegeopoliticaltensionsandeconomicuncertainty–butKPMG’s11thCEOOutlookshowsthatleadersarepositive,ifcautious,aboutthefuture.Theworldcontinues 72%adjustedgrowthstrategiestotackleongoingchallenges Despite confidence in the global economy falling to pandemic levels,79 percentof CEOs are optimistic abouttheir own organizations’ prospects and are strongly backing a combination of investment in AI (71 percent) andretaining and retraining of high-potential talent (71 percent) to sustain and fuel future growth. Most CEOs (72 percent) have already adjusted their growth strategies to tackle ongoing, interconnectedchallenges. Looking ahead, the majority anticipate rising revenues and an increased workforce over the nextthree years. Expectations for AI investment returns have also accelerated, with most leaders now predictingresults within one to three years—far sooner than the three to five years projected in 2024. BillThomasGlobalChairman&CEO “It’s clear from our findings that CEOs are finding opportunitiesfrom disruption by investing boldly in technology, innovationand talent. With what we are seeing there’s a careful balance requiredbetween innovation and responsibility. CEO responses on AIexemplify this, with leaders recognizing the need to embraceinnovation while managing concerns over ethics, regulation,upskilling and access to talent. Ultimately, the leaders who can embrace market volatilityand focus investments in the right strategic areas for theirorganization will be the ones best placed to unlock newopportunities and build sustainable, long-term growth. In this complex environment, CEOs acknowledge they must rethink their organizations’roles and capabilities as well as adapting their growth strategies. Greater agility andfaster decision-making (26 percent), transparency in communication (24 percent),and the ability to identify, prioritize and manage risks (23 percent) are seen as thetop leadership capabilities needed today. In terms of risks, economic uncertainty is seen as the top threat by CEOs – and riskresilience remains an indispensable attribute. This applies across multiple domainsincluding technology (cybersecurity, data protection, ethical use of AI), talent (skillsshortages and a pressing upskilling need, especially around AI) and ESG (navigating anincreasingly politicized and polarized world, meeting the rising regulatory and reportingrequirements relating to sustainability). CEOsacknowledgetheymustadapttheirgrowthstrategies It’s a complex picture that is both challenging and energizing CEOs as they pursuegrowth, organizational prosperity and sustainable practices that will safeguard thebusiness for the long term. The pressures are considerable – but so are the anticipatedrewards for those organizations that can grasp the opportunities while tightly managingthe risks. EconomicOutlook CEOsbacktheirbusinessesdespiteeconomicuncertainty CEOs are also acknowledging the increasingchallenges of their roles – 59 percent believethat expectations and complexity haveevolved significantly in the last five yearswith nearly a quarter (23 percent) singlingout AI and broader digital literacy as essentialleadership skills. In addition, 80 percent ofleaders say they feel under more pressureto ensure the long-term prosperity of thebusiness. However, this is much the sameas a year ago – despite the turbulence,business leaders feel well-equipped tonavigate what has become a persistentlydisruptive business environment. Changeand challenge have become the ‘new normal’and leaders are rising to the occasion.92% To mitigate structural risks and ensurecompetitiveness, CEOs are signaling intentthrough investment in people, AI, M&A andorganizational design. Ninety-two percent ofleaders plan to increase headcount, while69 percent are allocating up to a fifth oftheir budget on AI. Additionally, 89 percentanticipate M&A with moderate to significantimpact over the next three years. Resilienceand targeted investment in these areas areseen as the best strategies for addressingthe structural risks and shifting dynamicsfaced by business leaders globally.CEOs back their businessesdespite economic uncertainty Amidst ongoing geopolitical volatility, CEOs’ confidence inthe global economy has fallen to its lowest level (68 percent)in five years, down from72 percenta year ago. Despitethis dip, they remain positive about the prospects for theirown organizations with61 percentforecasting earningsincreases of2.5 percentor more over the next three years. The top pressures influencing investmentdecisions are being mitigated in severalways, including: —Cybersecurity and digital risk resilience(39 percent)—Regulatory compliance and reporting(36 percent)—AI integration into operations and work-flow(34 percent) ofleadersplantoincreaseheadcount Technology&AI CEOsforgeaheadwith