麦肯锡-在地缘政治动荡中发挥领导作用：当今首席执行官的五大当务之急（英）-2025.11.pdfVIP

GeopoliticsPractice

Leadingamidgeopolitical

upheaval:Fiveimperatives

fortoday’sCEOs

Planningfor“twoworlds,”establishingstrongexternalrelationships,and

buildingresilientoperationsarekeyprioritiesforexecutivesaimingtocapture

opportunitieswhilemitigatingrisks.

ThisarticleisacollaborativeeffortbyCindyLevy,KurtStrovink,MattWaters,andShubhamSinghal,withMatthew

Roberts,representingviewsfromMcKinsey’sGeopoliticsPractice.

November2025

Whenitcomestogeopolitics,today’sCEOsarenavigatingrugged,unpredictableterrain.The

impositionofnewtariffs,exportcontrols,investmentrestrictions,industrialpolicies,orsanctions

isdisruptingorganizations’directionoftravelandbusinessexecutives’carefullylaidplans.In

fact,itisshiftingtheentirecompetitivelandscape.TheCEO’severydecision,whethertopush

forward,changecourse,orretreat,mustbecarefullyconsidered—andthenreconsidered.

1

InMcKinsey’smostrecentglobalsurveyoneconomicconditions,geopoliticalinstability

outrankedmacroeconomicvolatility,cybersecurity,andeventechnologicaldisruptionasthe

chiefrisktogrowth.Companiesarealreadyfeelingthestrainandarereroutingsupplychains,

absorbinghighercosts,andconfrontingtightertalentpipelines.

Theseshiftsaren’tjusttemporary;theyarelikelytorepresentapermanentstructuralchangein

theglobalorder.Butonlyone-thirdofrespondentssaytheyareconfidentintheirorganizations’

abilitytomanagetradepolicychanges.Boarddirectors,too,areoftenunprepared:Accordingto

McKinseyresearch,mostdirectorssaytheyarereadytodealwithchallengesclosetohomebut

unpreparedformajorglobalcrises,