BCG’s COVID-19 Investor Pulse Check series is intended to bring the voice of the investor to business leaders and board members. While we feature the most recent investor perspectives here, you can explore earlier editions below.
The latest edition—conducted June 19–20, 2021—finds a majority of investors more bullish than a month ago on the US economy, continuing a trend that began in December 2020. At the same time, they are less optimistic on the stock market, with 39%—down from 50% in April—bullish for the rest of 2021. And 63% continue to view COVID-19 as an important consideration in their investment decisions.
The respondents represent investment firms with more than $5 trillion in combined assets under management. They cover a broad spectrum of investing types and styles, and about 85% are portfolio managers and senior analysts directly responsible for making buy, sell, and hold decisions.