Capital allocation under pressure: how CFOs are rebuilding the investment case

July 22, 2026 · 5 min · Free, with full transcript

Rising cost of capital and slowing organic growth are forcing CFOs to rethink how they allocate resources across portfolios that were built for a different rate environment. The CFOs who are pulling ahead are not spending more carefully, they are spending more deliberately, with tighter linkage between capital decisions and measurable value creation.