Deglobalisation 2026 Seen Accelerating as CEOs and Investors Pivot Supply Chains, Teneo Says

Deglobalisation 2026 is expected to accelerate, with nearly 60% of global chief executives and investors anticipating the trend will gather pace as protectionism and national security priorities reshape supply chains, according to Teneo’s Vision 2026 survey.

Respondents in Asia-Pacific and the Middle East said the shift appears slower than in Latin America, where executives cited near-shoring and energy-transition investment as making the change feel sharper.

The United States was rated the most attractive investment market, while leaders said India is rising quickly and could be on par with China within five years.

Artificial intelligence was the fastest-growing investment theme, with 68% of CEOs planning to increase spending in 2026.

Investors were more demanding on payback, with 53% expecting AI returns within six months or less overall, Teneo said.