近八成投资人看好下半年全球经济状况

Core Insights - The report by Teneo indicates that investors and CFOs from the U.S. are optimistic about the global economic outlook, with approximately 78% of surveyed investors expecting improvements in the economy in the second half of the year [1] - CFOs are more cautious in addressing challenges such as AI, tariffs, and geopolitical issues, with 48% focusing on the macroeconomic environment while investors are more concerned with capital markets (39%) and technology (41%) [1] - Over half of CFOs and nearly 40% of investors view market volatility as a major barrier to M&A activities, alongside geopolitical uncertainty, high financing costs, and a lack of quality acquisition targets [1] CFO Strategies - To adapt to the new economic landscape, CFOs are implementing key initiatives such as reshaping supply chains (86%), adjusting capital expenditures (71%), and optimizing SG&A expenses (81%) [2] - Nearly a quarter of CFOs have lowered profit expectations due to the current policy environment, with 84% changing recruitment strategies and 67% adjusting R&D investments for long-term strategic planning [2] - Despite ongoing policy and economic volatility, CFOs and investors maintain confidence in bond market financing, with 67% believing debt costs are manageable and 81% of CFOs optimistic about bond market financing [2] Market Environment - The current challenging environment is prompting CFOs to make swift decisions, as each choice can significantly impact long-term business development [3] - Factors such as tariffs and global trade changes are leading to substantial operational shifts, with CFOs focusing on supply chain restructuring and capital expenditure adjustments [3] - Both CFOs and institutional investors share a cautious optimism regarding bond market financing capabilities and current debt levels, indicating potential strategic opportunities amidst the challenges [3]