The Capgemini Investment Trends 2025 Report (Navigating Uncertainty with Confidence: Investment Priorities for 2025) was presented at World Economic Forum’s Annual Meeting in Davos and highlights the global economic struggles with volatility, inflation and geopolitical fragmentation.
The Capgemini Investment Trends 2025 Report (Navigating Uncertainty with Confidence: Investment Priorities for 2025) was presented at World Economic Forum’s Annual Meeting in Davos and highlights the global economic struggles with volatility, inflation and geopolitical fragmentation. Business leaders are recalibrating their investment strategies to navigate uncertainty with resilience and foresight and the report draws on insights from 2,500 senior executives across 17 countries and nine industries.
It offers data points on organizational shifts, from reactive cost containment to proactive investments in technology, sustainability and supply chain transformation. Although the overall report is optimistic in nature, the reports shows that there are many concerns on the minds of top business leaders as broad economic uncertainty remains high. Against this backdrop, we pick out seven key points we think will be valuable in the years ahead.
7 Key Points from the 2025 Capgemini Investment Trends Report
- Cautious Optimism: Despite geopolitical and macroeconomic challenges, 62% of large organizations are optimistic about their 2025 growth, up from 56% in 2024. However, only 37% are optimistic about the broader global economy, reflecting confidence in internal resilience rather than external conditions.
- Cost Conscious: 56% of organizations prioritize cost reduction over revenue growth for 2025. This is being driven by the need for operational efficiency in an unpredictable market, with many companies deferring capital and operational expenditures to preserve liquidity.
- Customer Experience & Innovation Lead: These are top areas for investment in 2025.
- Sustainability Investments: 62% plan to increase sustainability investments, particularly in climate tech, water stewardship, biodiversity and circular economy initiatives. However, average growth in such investment is slowing—from 12.2% in 2024 to 10.5% in 2025
- Rising Tariffs and Trade Disputes: 70% of executives are worried about the impact of tariffs and trade disputes on global competitiveness. Protectionism, especially between the U.S. and China, is prompting supply chain reconfigurations and increased nearshoring investments.
- Supply Chains: 63% of leaders plan to boost supply chain investment—a 15-point rise from 2024. The shift is toward tech-enabled, resilient supply chains, with emphasis on AI, IoT and friendshoring to reduce reliance on China and manage geopolitical risk.
- Stock Market Resilience: Despite economic headwinds, 50% of large companies plan to increase overall investment in 2025, including in areas that directly or indirectly influence stock market performance such as innovation, sustainability and digital transformation.
Our Take
The Investment Priorities for 2025 report underscores a defining shift in how global organizations approach growth amid uncertainty. Of course, costs remain a top concern, but companies are not retreating. Instead, they are strategically redirecting capital into areas that improve their businesses and position them to create long-term value.
As geopolitical tensions, regulatory pressures, and digital disruptions persist, the most forward-looking organizations will be those that invest decisively in transformation today. For investors and executives alike, Capgemini believes 2025 represents a critical moment to align strategies with the future-facing priorities shaping the global business landscape.
To learn more about how we can manage your wealth, including our family office services, please see our Wealth Management page or reach out to Jason Clark, CFA at jclark@kovitz.com.
