Stagwell Inc. · NASDAQ:STGW
Stagwell — Investor Presentation (October 2024)
18 slides from Stagwell's investor presentation, October 2024
Slide 1: Priorities and Perspectives of the Global CEO
PRIORITIES AND PERSPECTIVES OF THE GLOBAL CEO October 2024 1
Slide 2: Key Themes
Key Themes Expected impact of the U.S. Election on Business Attractiveness of Investing in the Gulf Region Optimism for Technology and AI 2 This survey, building on the 2024 FII Institute Compass survey, aims to gather i nsights from CEOs on key issues affecti ng the ir countries, focusing on econom
Slide 3: Methodology
METHODOLOGY YEARS IN POSITION (COUNT) • Survey adapted from a questionnaire previously administered by the Future Investment Initiative (FII). 52 • 10-minute online survey (mobile optimized) • Survey was conducted in English only. 19 14 5 9 • Data collection October 4th - 11th, 2024. 2 • Sample was
Slide 4: Expected Impact of the U.S. Election on Business
EXPECTED IMPACT OF THE U.S. ELECTION ON BUSINESS 4
Slide 5: 77% of CEOs say the U.S. election will impact their business strategy
An impactful election: 77% of CEOs say the U.S. election will impact their business strategy 4% Too early to predict 5% 29% No impact anticipated Significant impact requiring a major shift in strategy 14% Minor impact with few changes 48% Moderate impact with some adjustments needed To what extent d
Slide 6: 77% of CEOs say the election will impact 2025 strategy; immigration and trade
77% of CEOs say the U.S. presidential election will impact their 2025 business strategy; biggest changes expected on immigration and trade Changes in immigration policy 31% Impact on international trade relations 31% Economic instability 27% XXXXX Political polarization 24% Increased focus on data p
Slide 7: U.S. CEOs favor Trump while Global CEOs are split
U.S. CEOs favor Trump while Global CEOs are split on who will boost the global economy OVERALL U.S. CEOs GLOBAL MINUS U.S. CEOs 52% Trump 36% 35% 30% 30% Trump Harris Harris Trump 15% Both Both Equally Equally Harris Both Equally Which of the candidates in the U.S. Presidential election would be mos
Slide 8: CEOs rate inflation as the most important economic priority
Broadly aligned with consumers, CEOs rate inflation as the most important economic priority in their country. Managing inflation 35% Boosting consumer confidence 30% Energy prices 25% Public infrastructure investment 23% International trade policy 21% Wage growth 21% Job creation 21% Tax reforms 19%
Slide 9: Investment in the Gulf Region and KSA
INVESTMENT IN THE GULF REGION AND KSA 9
Slide 10: Gulf Region and KSA seen as attractive for investment
Both the Gulf Region and KSA are seen as attractive for investment although intensity of opinion is moderate. GULF REGION KINGDOM OF SAUDI ARABIA 12% 19% 79% 86% Attractive Attractive Not attractive Not attractive No opinion No opinion How would you describe the current i nvestment environment in th
Slide 11: CEOs expect investment opportunities in the region and KSA to improve
The future looks bright for the region and KSA as CEOs expect investment opportunities to improve. 85% 81% 17% 13% 2% 2% Improve Stay the same Decline Gulf Region Kingdom of Saudi Arabia Looking ahead three to five years, do you think the investment opportunities in the Gulf Region / KSA will improv
Slide 12: Access to emerging markets makes the Gulf Region appealing
Access to emerging markets makes the Gulf Region an appealing investment destination; KSA is particularly more attractive than the rest of the region because of its high consumer spending power. 44% 43% 43% 43% 40% 40% 39% 39% 38% 37% 35% 36% 30% 29% Economic Growth and Strategic Geographic Governme
Slide 13: Optimism for Technology and AI
OPTIMISM FOR TECHNOLOGY AND AI 13
Slide 14: 85% of CEOs are optimistic about innovation and technology
85% of CEOs are optimistic about innovation and technology as a force for improving life quality 49% 39% 38% 38% 38% 38% 37% 36% 34% 35% 35% 31% 22% 21% 21% 15% 13% 11% 8% 9% 9% 7% 5% 4% 5% 1% 2% 2% 1% 2% The prospects for fighting The prospects for addressing The impact of AI on the well- The abili
Slide 15: Technology seen as facilitator of knowledge and connections
Technology is seen as a facilitator of knowledge and connections, as well as improving personal life. Improved my access to news and knowledge 45% Increased convenience in everyday tasks (e.g., online shopping, banking, transportations) 38% Improved my family life 38% (e.g., communications with my f
Slide 16: Barriers to technology adoption: privacy, literacy, cost
CEOs see the need to address privacy/security and literacy as well as cost to reduce barriers to technology adoption. Privacy or security concerns 35% Limited digital literacy 34% Digital products or internet access costs 32% Discrimination or bias in technology/software design 29% Cultural/religiou
Slide 17: CEO opinions align on importance of mental health
CEO opinions align with other global studies that speak to the importance of addressing mental health issues. Mental health and well-being 56% Financial stability and security 44% Physical health 43% Solid support from close relations 39% Having a purpose in life, a sense of meaning 32% Education an
Slide 18: Questions? Contact PR@stagwellglobal.com
Questions? Contact PR@stagwellglobal.com 18