Skip to main content Skip to footer


Forward-Looking Macroeconomic Insights

The foresight you need to anticipate change and understand how major global macroeconomic shifts impact your corporate strategy.

August 21, 2023


Business leaders need data-driven insights to continuously steer their companies along the path to growth.

We offer strategic advice to inform C-suite strategic planning, corporate development, customer strategy and M&A. Our goal is to translate complicated trends into simple, pragmatic recommendations for our clients.

We provide detailed business insights on key economic trends, such as how consumer behavior is changing, corporate finance developments and risk analysis. We help senior executives assess economic risks and monitor key trends, as well as support business-critical modeling and analysis.

We have hubs in the US, Europe and Asia and work across a wide range of industries to help businesses address the most important macroeconomic challenges for their sector. And our macro-analysis helps clients to carry out scenario and impact analysis, track industry value shifts and understand supply chain exposures.

How we work

Executive leadership and board briefings

Provide regular updates to senior executives on the evolving macroeconomic and financial landscape, helping them to stay on top of potential implications to their company and industry and adapt swiftly.

Growth & market entry

Complement go-to-market strategies with assessment of macroeconomic trends in specific regions and/or industries to support long-term sustainable growth.

Capital project impact assessments

Quantify the value of major capital projects to support investment rationale and analyze the broad economic, social and environmental benefits to inform key stakeholders.

Scenario planning

Devise plausible future outcomes to help firms model and test their possible responses and actions.

Company economic exposure diagnostics

Identify how prevailing macroeconomic headwinds and tailwinds are influencing a company’s top- and bottom-line performance, and provide action-oriented solutions to capture opportunities or mitigate risks.

Investment strategy/private equity

Develop investment strategies and market assessments for PE funds and corporates, with pre-deal market/sector studies helping to identify attractive investment options.

Enterprise transformation

Identify appropriate corporate finance levers to address client enterprise value challenges and increase portfolio value, e.g., Total Enterprise Reinvention.

In the Spotlight

After decades of cheap liquidity combined with low and stable inflation, the global economy is moving into a new era where supply scarcity is set to become the main driver of economic outcomes.

This Great Supply Squeeze will create profound business challenges, including margin erosion from higher structural cost pressures, growing volatility of input prices, intensifying financial and market valuation pressures, and increasingly complex supply chain management. But it will also present opportunities for companies who can successfully navigate this new normal to gain a competitive edge.

Previous POVS

Executive Summary

Last year we witnessed an upward trend of activist campaigns, with a growth of over a third compared to 2021. The challenging global macro environment—characterized by rising inflation, high interest rates and geopolitical tension—has made it more attractive for activists to target companies with room for improved returns. Additionally, these investors hold significant capital, which provides them with resources to deploy.

While activist investors may focus on the goal of creating long-term value, their intrusion may be disruptive to the business. These investors use a variety of tactics to pressure management and force them to make changes.

To protect their companies from being targets, management teams should adopt an activist mindset and proactively assess vulnerabilities. Regular reviews of business performance, operations and strategy are essential—especially in a challenging economic environment.

Executive summary

Carbon is now a mainstream topic in boardroom agendas. Leaders worldwide have set ambitious emission-reduction targets, responding to pressures from investors, customers, governments and a tightening regulatory landscape. But climate economics are complex, and although the imperative for climate action is clear, the cost of inaction is uncertain.

What is evident is that, as solutions for decarbonization evolve, carbon markets will play a critical role to balance a net zero system. Managing carbon exposure will be a key consideration for all corporations during capital allocation decisions, in the development of new business, and for managing corporate risk.

Voluntary carbon markets (VCMs) are growing fast, and as they become a critical tool to achieve net zero, an ecosystem of new participants, products, regulations and standards is forming. As such, companies need a basic understanding of VCMs, what they may mean, what role they play, and what capabilities they require.

Executive Summary

In 2022, the re-opening of economies created a consumer spending impetus that hit up against a high cost-of-living crisis. Consumers pushed through headwinds by drawing on savings accumulated during the pandemic, trading down to budget products, and cutting back spending on big-ticket durables. This allowed spending to remain mostly resilient, especially in the US. But this year, the consumer cycle will likely reach an inflection point. People are facing persistent inflation and high interest rates, increasing household wealth erosion from falling asset prices, and growing income and employment uncertainty. A significant slowing of consumer spending is likely, with high risk of whiplash and cliff effects. What does this mean for consumer-facing businesses?

Monthly briefs

Our monthly briefs summarize key global macroeconomic developments and are intended to inform executive teams, boards and investors on the state of the economy.

June Macro Brief: Manufacturing health check

The global economy is progressing slowly with significant regional differences in inflation, trade and interest rates. The U.S. shows consumer resilience, contrasting with other regions facing economic challenges. Manufacturing is recovering unevenly worldwide, with the U.S. benefiting from strong domestic policies, while Germany and China face competitive and export challenges.

Central banks are reducing rates to combat stalling disinflation, yet services inflation remains high. Supply chain issues, influenced by geopolitical conflicts, continue to threaten economic stability by potentially reigniting inflation.

Companies, especially in manufacturing and tech sectors, should brace for slower growth and prepare for various policy outcomes from the upcoming U.S. election. Strategic planning and agility will be crucial in managing inventory, costs and supply chain disruptions.

Previous Briefs

Trade skirmishes

Navigating choppy waters

The productivity imperative

Commercial real estate jitters

Special edition: 2024 outlook and Top 10 trends for companies

Into the fog of winter

Global growth continues to slow, but data shows conditions vary by geographic economies. Learn why.

Economic growth globally continues to trend lower and gathering headwinds suggest further slowing ahead.

Though the cyclical trend in manufacturing is negative, emerging shifts are improving the longer-term outlook.

The stickiness of inflation weakens growth momentum and pressures central banks to implement monetary tightening.

Additional content

Meet the team

Chris Tomsovic

Managing Director – Accenture Strategy, Macro Foresight Global Lead

Aditya Harit

Senior Manager – Accenture Strategy, Macro Foresight EMEA Lead

Nick Kojucharov

Principal Director – Accenture Strategy, Macro Foresight North America Lead