How CEOS Juggle TranSATION PRIOREITIES The Art of Taking Back Controley Ceo Outlook Pulse Surveyapril Imperate Series Ey CEOOK PULSEY-APRIL 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024 C 2024. Hapter 1 AI Transition Drives Individual Priorities Chapter 2 Shifting Focus to ESG for A NET-Zero Future CHAPTER 3 The Momentum for Mhttps/www.imf.org/en/publications/weo/isSues/2024/04/16/World-ECONOMIC-OUTLOK- April-2024 Access 15 April 2024next Three Yearsne Yearsqwasqwasqwasqwas Your Top StrateGic PRIOREITIES OVER The Next 12 Monthsand the NextThe Three State Ceo Respondents Werowed to Select up to Three Responses.Investing In Technology, Including AI, to Improve Growth and DATA Management and CyberSecurityDecarbonizing Our Business Model and Operations and Achieving NET ZEROMANAGINGINGINGINGINGIND COSTS In EVECT of Our BusinessINVest ingIn our employeees through training and re-skillingprotecting revenue gevented new revenue streamsMectations around our control IETAL PRIORTIESIMPROVINGINGINGORALITY to Navigate Geopolitical Riskadapting to Increasing Regulatiny and Complexity34436414141Ey CEO OK Pulse Survey-April 2024 |a three-year Horizon, CEOS Expect to Shift their Focus to Decarbonizing their Business to Reach NET-Zero Targets, Protect and Enhance Growth,, ENHANCE GROWTH,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, Enhance Growth,, enhance growth,, enhance growth,, enhance group,, enhance group,,, enhance growth,, enhance growth,, enhance growth,, enhance growth,, enhance growth,, enhance growth,, enhance growth,, enhance growth,, enhance growth.And Continue Investing in Technolog.All Sectors and Geographies are tAking Part in an AI-Powered Technology Race that Will Be A Significant Drowth AN D opportunity.ey Analysisvia The us sitestimates that global GDP Could See An UPLIFT of Between US1.7tin A BaseleineSCENARIOAND US3.4tin An Optimistic Caseover the Next Ten Years the Equivalent of Adding An Economy The size of India in A Decade.This Significant Boot REF Let The Accelerated Adoption and Integration of Transative Generation AIGENAITECHNOLOGIES ACROSS MAJOR ECONOMIES.CEOS DO NEED THE LOOK BeEYOND TheShort-Term Efficie and Mid-Term Productivity Gains that ai Priority Three Years Out is Revenue Growth.But The Potential TECHNOLOGI ES and AI to accelerate revenue Growth Through New Products and Services or Access ADJACENT OR New Markets Needs to Be ActivatedNow.ai transformation of Drives Individual Priorities Prioritize AI Transition for Productivity now But Aim for Net Zero and New Revenue Omped with 12 Months Ago, how do you feel about the outlook for the follow area, CEO Respondents WEEROWED to select One Optionfor each statement.0003333 0003131335710Global economic growthLower inflation and interest ratesYour companys revenue growth315811Global008800323200606060328More optimisticAbout sameLess optimistic0077002828006565 000282865287Your companys profitability Geopolitical stability Capital market stability2859900323232599More optimisticAbout sameLess optimistic4|EY CEO Outlook Pulse Survey-April 2024AI transation drives individual prioritiesThe EY 2023 Global Cybersecurity Leadership Insights Study foundThat only one in Five Chief INation Security Office: s Comes Every We Witnessd A Higher Number and Wider Range of Major CybeRSECURITY Incidents in 2023,,,,,,, 2023,From National-State ESTAGE CAMPAIGNS to Attackers Leveraging Software Supply Chain Vulnerabilities.The CEO View of the Three Horizon Maps Closel ATIONS FROM Institutional Investors, Albeit with A LOWER FOCUS On Decarbonization by the Latter Cohort.investors Are More Concentration ABalance of Growth, Profitability, and Cost Optimization.1 Protection Revenue Growth or Creating New Revenue Streams 2 Digital Innovation and Technology Structure 3 Cost Oplimization The Top Three Most Important Areas Investors WANTOS WANTOS WANTOS TO FOCUS On Over The Next Three Wiers of their Views of theirCompany and the Will Business Environment Remain Relacted Related Related Unchanged,With some signs of Upside Potential007700616100323232323232328282832617global Economic Growthlower Inflace and Interest RateSyour’s Revery H28648Americas00660023232300717171236more Optimisticabout Sameless Optimistic00037373535375211Global Growthlown and Inflace Syour Company Revement Growth355312asia-Pacific000555555553510MORE OPTIMISISTISIST SAMELESS OPTIMISS OPTIMISTIC0055500222220073729292973225your Comoc Panys Profitability Geopopolitical Stability Capital Market Stability2962900666616More Optimistical Optimistic00880031006161 00028282 861318Your Companys ProfitabilityCapital Market Stability2857959592929295912More OptimisticAbout Sameless Optimisticai Transition Drives Individual PRIORITIESEY CEO OUTLOOK PULSE Urvey-April 2024 | 50003232 0003232325612Global Economic Growthlower Inflace and Interest RateSyour Company Growth325513europe0088880039393939535353 53398more OptimisticAbout Sameless Optimistic00990031310060606060606060606060606060606060606060606060606060606060606060606060606060606060606060606060606060606060606060606060 000286060319y -sed Lity2856757003232325711More Optimisticabout Sameless Optimistic6 | Ey Ceo Outlook Pulse Survey-April 2024AI Transition Drives Individual Prioritiesceos Have Been Dealing with Many of the Same External ISSSUES for Some Time and Are Now More Comfortable About the the Ir Companies Ability to Manage them.There is Also a Significant Gap Between The Outlook of Ceos in the American, WHO Are FarMore Optimistic About their Own Prospects Compared with their CountPARTS in EUROPE and Asia, EVEN If The Outlook for Exkators is Mored.this Reflects the Continuing Streangth of the us economy, especially compared with Major European economies.the Prominence-SIDE FACTORSWill Mean that information is more likely to boundceWhich Willcenge the Views of Any CEOS Expecting A Return to Ultra-Low Inflation and Interest Rates. do the larger part of their business.only 29of companies that primarily sevean market are more confidental theirrCompany Revenue Group, Compared with 81For Companies that Primarily Serve the North American Market.There is Allo A Differencer Outlook Between Ceos In the Americas and Those in Asia and EUROPE.THE LATTER Are More PESSIMIMISISTISTICD with A Year Ago, Reflecting Recent Eventsthat are closer to home.ceos are pricing in increasing pres thought to navigate polical and geopolistical unitedRTAINTY, and Resulting Risks Will Continue to Rise Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr Thr? OUGH 2024.INSTITUTIONAL Investors Are Also More Settled in their Outlook.a Smaller Percentage of that Group Anticipates a Strong Outperance inTheir Own Operations Compared with CEOS.THERE is Also A Higher Share of Instificational Investors with a More Pesimistic View On Geopolitical.this May E Due to a Wider Range of Issues in the Portfolio of Investments they oversee as anyCEO,With Greater Exposure to More Current issues of concess.81of North American CEOS Are Confident About their Company Growth.29of Europes Are Confident A BOUT Their Company Revenue Growth.shifting Focus to ESG for A Net-Zero FutureCEOS Remitted to Decarbonizing their Business toReach Net Zero.Chapter 22QHAW DOES The Priority Level Given to Sustainability by You and Your Board Compare WST WAT WAT WAT WAT WAS 12 MONTHS AGOTHE Respondents WERE llowed to select one option only.europeamericasaSia-PacificglobalHigher Priorityit is more of a priority than it was 12Months Agoequal Priorityit was a Priority 12 Months AGO and Remains One TODAYLOWERITYWE HAVE DE-PRIORITIZED SUSTAINBILITY THE PAST 12 MONTHS DUE TO CHA Llenging Economic or Financial CircumstanceSlower PriorityWe Have de-Prioritized Sustainability Over The Past 12 Months Due to Stakeholder Focus on Other Boardroomroom IORITIES2675249512322622EYCEO OUTLOOK PULSE SURVEY-APRIL 2024 | 7The World Saw Another Year of Climate Extremes in 2023 with Exceptional Heat Waves and Droughs, Rophic Floods.The Global Average Tempeature WAS 1.48 Degrees Celsius Above the Pre-foundRial, with impacts across geographiesAnd sectors.Agricultual output has been squeeezed, While WaterBorborne SUPPLY Chains Have Been Closed or Restricted.power SUPPLIES HAVE Been Challenged by BOTH Heat-induced demand and the impact on infrastructure.in that context, most CEOS Remain Committed to Decarbonizing their BusinessNet Zero, with over Half54of the Global Survey Population saying it is a higherality now than it was 12 months AGO.HOWEVER Ability, Mainly in the Face of Short-Term Financial or Economic Headwinds, Which Will BeerDisappointing for Those who look to Companies to set the tone on this topic.ceos remain committed to decarbonizing their businessesBut some de-prioritized Sustainability Becration of Financial or Economic HeadwindScompanies are now "Green-Hushing" as a Response of Being Accusew Hing73198our Balance Sheet Faces Risks from Stranded Assets or PARTIAL Impairments TAction by GovernAnts Worldwide is Crucial for Effectively Addressing The Impacts of Climate Change 76186techNOLOGY AND AI Hold The Answers to many of the key USAINBILITY Challenges We face75187Consumer BehaviviViors are Still Not Aligned to Sustainability GOALS and More Needs by Business, and NGO STo Effect Change74197we Regard Sustainability Mainly As a Compliance and Reporting Isue75178My Management Teams Struggle to Presses Case for Sust Ainability Investments that Clearly Outlines their Financial Benefits73189Activist Shareholders Are More CONCERNED WITH OARTERLLEERERENINININININGS TARNINENINENINENININININGS T TARNENININININENININININININGS T TARNENININININININGS T TARENININININININININGTS T Han Our Perance Against Long-Term Sustainability Metrics73198Sustainability issSees Will Increasingly Impact Our Supply and Ecosystem PARTNERS77167AGREENETRALDISAGREEQTO WHAT EXTENT Do You OR E with the following statementsRSPONDENTS Were Allowed to select One Option for Each Statement.ceo RespondentsShift Focus to ESG for a NET-Zero Future8 | EY CEO OU TLOOK PULSE SURVEY-April 2024while Years of Business Investment Have Led Many Companies to Make Progress on Sustainability, The 2023 Ey Sustainable Value Study Suggests That Period O. F Early Wins, with Progress on Early Phase Initiatives Focused on "Low-Hanging FRUIT," Is Coming to An End.The Majority of CEOS AGREE That Sustainability Issues Will Increasingly IMPACT TheIR Supply and ECOSYSTEM PARTNERS77; that COORDINATED and consistentPune Investment. By GoverNENTS Worldwide is Cruction for Effectively Addressing the Impacts of Climate Change76;And that Technology and AI HOLD The Answers to Many of the Key Sustainability Challenges They Face75.ceos are aligned on the danger of Stranded Assets or P Artial Impairments Caused by Environmental, Social and GovernanceesgFactors, Such as new regulations, with 74Agreeing.future-ProofingPortfolios, Particularly Through A Sustainability Lens, NecessITATES Strification a Delicate Balance So that Both Resilient and Reflective of Global Ainability Trends.two-Thirds67of Institutional Investors Also Fear that their Portfolio Faces Risks from Investested Assets OR PARTIAL IM pairments caused by eSGFactors, Such As New Regulations.ceos and Investors Are in Broad ABOUT MANY of the Complexities in Navigating Sustainability 77of Ceos Agree That! Stainability isSSSEES Will Increasingly Impact Their Supply Chain and Ecosystem PARTNERS.CONIES Are Now "Green-Hushing" as a Response toFears of Being Accused of Greenwashing672310our Portfolio Faces From Investestee Companies with Stranded Assets or PARTIALMETS CAUSED BY ESG , Such as New Regations67258CoordInated and Consistent Action by Governters Worldwide is CruCial for Effectively Addressing The Impacts of Climate Change Echnology and ai Hold the Answers toMANY of the Key Sustainability Challenges Our Portfolio Companies Are Facing70237Consumer Behavies are Still Not Alignedable Goals and More. To be do done by Business, Government, and NGOS to Effect Change73198our Portfolio Companies Regard Sustainability as a Compliance and Reporting Issee71227Reg ulators and politicians are increasinglyScrutinizing Investors ESG Investment Strategies74197AgreenUgreeinVestor RespondentShift Focus To ESG for A NET-Zero Outlook Pulse Su RVEY-APRIL 2024 | 9For Instificational Investors,There are similar and related areas of agreses.more than three-quarters78are aligned on the image of coordinated and consistent by governments.But ONAL Investors Also said that regulators and Politicians are increasingly scrutinizing Investors ESG INVESTMENT Strategies74.Aligned to Sustainability Goals and More Needs to Be Done by Business, Government and NGOS to Effect Change 73.qceosto Expendment Havenometribral So UGHT and Incorporated Your Sector Into Major Sustainability-Related RegualestorsinVestorssto What Expendate GoverNTS PROACTIVELY SOND Incorporated the. e institutional InvestorSector Into Major Sustainability-Related RegulationSthe Respondents Were Allowed to Select One Option only.ceo RespondentSInTSIGNIGNIFIFIFIFIFICNT ENTPOLICYMAKERS and Regulators have Proactively Sough -inCorporated Our Sector Modrate EngageMakers and ReGulatimeS SOMTIMES SOUND In Corporated Our Sector Minimal EngagementPolicymakers and Regulators have Not Sough Sector 504555773510| EY CEO OUTLOOK SURVEY-APRIL 2024shifting Focus To ESG for A Net-Zero Futurethere is all agrement that incentives are a better towns Hen It Comes to Incentivating Companies to Occelerate Their Journey to Net Zero.ceos Clearly ReCognize and Support theBenefit of Subsidies and Tax RELIEF for Investment in Green Technologies, Such As a Those Incentives Offered Under the EU GREEN Deal OS Inflate Reduction A CT.OTHER Major Economic Powers, Including China and India,Have Stepped Up Investment and Raise Renewables Targets in Response.both Coh certain ULATORS in Setting Policy Can Better Address the Impacts of Climate Change.half of CEOSAY THAT POLICYMAKERS and Regulators HAVERERERE orald their sector wenIng Major Sustainability-Related Regulations.another 45acknowledge Moderate Engagement, and Just 5Report Minimal Engagement.we SimiLAR Numbers Across Tional Investors with only 7saying they have not noted ben consulted in that matter.greater color collaization between Governters and regulators in Setting Policy Can Help Better AD dressThe Impacts of Climate Changeqwhere Should Government Infrastic Spending Be Focused to Enable Companies to Achieve their Sustainability AmbitionSthe Ceo Reo Spondents Were Allowed to Select up to Two Respons.only Asked of Those WHO Indicated that It is Important for Infrastruture in the Market Whual eeeThe CEO Company is is is aSTRUCTRUCTURURURE THE ENERGY TransitionWater and Other Infrastructure to Improve Climate Resillensport InfractureNew P Ublic Services InfrastructureNew Technology and Communications InfrasticHousing or Homebuilding Program0491817335221ey Surve Y-April 2024 | 11-shifting Focus to ESG for a Net-Zero FutureThis Increased CompetitionShould Speed Up DEVELOPMENT of Nascent Green Technologies and Accelerate The Energy Transition.But TheRe Is ConcericEntS COULD Be Left FURTHIR BeEHIND.WHILE Omestic Renewable Energy Could Accelerate Markets Broider Economies, The Increased Pressure on SUPPL Chains Will Require New PARTNERSHIPS to be duequickly.despite the reservice,Increased Policy Support for Renewables is Creating A Unique Opportonity for The Renewables Industry WORLDWIDE TO Stimulating and Accelerate The Drive For Al Decarbonization.There is Also Broad Agreement that Government Investment in Infrastic, Such As Renewable Energy Infrastic, WILL BE SUPPORTIVEFOR G Companies GrowthAnd Sustainability Agenda.ceos Rank Government Infrastruction TO Support the Energy Transition and Other Infrastic Spending to Improve Resiliation as their top priority areASDISAGREEAGREENEUTRNMERNENT Investment in Infrastic is Vitalic Growth in Our MAN MAN MAN MINRETSWHILE TheRE OUGH CAPITAL AVAILBLE to Invest in Infrastruction, There are notnestable projectsNew Infrastruction Opportunities Such As Electric Charing Networks Carry Risk. Al "Infrastructure ProjectSpublic-Private PARTNERSHIPSHIPPPPPPPPSARE The OPTImAl Funding Model for Infrastic ProjectGoverS Should PRIORITIZE UCTure Investments in Projects to Boost Growth in Local Economiesgovers Are Asking ThePrivate sector to Commit to a disproportionate share of Capital for Public-PRIVATE PARTNERSHIP PROJECTS44222680697646414QTO EXTENT Do You Agree Or Di Sagree with The Following Statenes About Investing in Infrastic As an Asset Classthe Investor Respondents Werectites OLLOWED TO Ach statement.612 |Ey CEO OUTLOOK PULSE SURVEY-APRL 2024shifting Focus to ESG for A Net-Zero Futurethe Worlds Journey, to a New Energy Future Will Noture .Ey Modeling of Global Trends, Technology Breakthroughs and Consumer Englishof the Changes Ahead.There is not one energy transition, but multiple,Unfolding At Different Paces and in Different Ways Across the World.Instportal Investors Are Also Broadly About The Need for Focus on S Upporting Infractor Investment.more than Three-QUARTERS77AGREE that Government Investment Infrastic is Vitalic Growth in their Main Markets,And 80Agree that Googractize Infrastic Investments in Projects to Boost Growth in Local Economies. Investment Opporteries Such As Electric Vehicle Charging Networks Carry Higher Risk THAN "TRADITITIONAL" infrastructure investments, and that being there is Capital Available ToINVEST in Infrastruture, There are not entouth Investable Projects.institational Investors ACKNOWLEDERTANCE of GoverNENTSPESTMINTSS infraa Infra StructureEy CEOTLOOK PULSE SURVEY-APRIL 2024 | 13shifting Focus to ESG for A NET-Zero Futureinvestors Also Agile Public-PriveShipsppsare The Optimal FundingModel for infrastructure projects, there is an issue with the Current Models and that Governometrns are asking the private sector to commit to a disproportionate share of C CChennai Investment. Apital for PPP Projects.the Path to Achieving NET-Zero Emissions is a Challenge That Requires Collaborative Effler from All AllStakeHolders, Including Companies, Investors and Governmenments.each Plays A Crucial Role in Acceleration The Sustainability Journey, and Their Coopration Is IAL ACHIEVING MEANINGFUL PrOGRESS.COMPANIES, as Major Contributors to Greenhouse Gas Emissions, have the resultIbility to Implement Sustament out their operationsAnd Supply Chains.Instibility Investors, With their Financial Resources and Influence, Can Drive Positive By Directing Capital Toward Sustainable Atives and Companies that Prioritize Sustainability as a Core Pillar of their Strategy.governments, on the Other Hand,have the authority to create and enforce regulation frameworks that promote Sustainability and Provideo for Environmentally ResponsibleJaipur Investment. Tioning to a Low-CARBON Economy Will Require Significant Investments and Technological Advancements, Which Can Be Better Facilital Companies, Investors, and Government.ONLY Through Collection Action and a Shared Commission to Sustainability Can a Prosperous and Resilient Planets to Comeration.The Momentum for Mfinan CIAL Services; Industrials and Energy; Infrastic; Technology, Media and Telecoms.Surveyed Companies Annual Revenues Follows Less ANUS500M20, US500Mus999.9m20, US1BUS4.9B30And Greater than US5B30.2.an Anonymous Online Survey of 300 Institutional Investors, Indicating that Respondent PS UNIQUE Insights Into Current Macroeconomic Environment and the Role of Sustainability Factors in Investment-MAKINTS RePRESENTS riesbrazil, Canada, Mexico, The United States, Belgium, Luxembourg, The Netherlands, France, GERMANY, Italy, FINLAND, NORWAY, SWEDEN, The UnitedDomom, Austr, Austr Alia, China, India, JAPAN, SINGAPORE and SOUTH KOREA.Surveyed Institutes AssetsUnder Managementaumwere as Followsless THAN US1B20, US1BUS9.99B40, US10BUS49.99B20And US50B ORRE20.explore More in this Seriesdownload Global C Eo Outlook Pulse January 2024DOWNLOAD GLOBAL CEO OUTLSE PULSE October 2023DOWNLOAD GLOBAL CEOOK PULSE JULY 2023
Guoabong Investment
