Related Expertise: Corporate Finance and Strategy, Value Creation Strategy

The COVID-19 Investor Pulse Check Series

What is the impact of the crisis on investors’ expectations for the US economy, the US stock market, and business leaders?

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 December 12–13, 2020—finds 89% of investors still offering management unprecedented flexibility to invest for future advantage and position for the recovery. But it also discerns a further shift toward prepandemic norms, with 71%—up from 51% in May—expecting management to deliver EPS that at least matches revised guidance.

The respondents represent investment firms with more than $4 trillion in combined assets under management. They cover a broad spectrum of investing types and styles, and about 80% are portfolio managers and senior analysts directly responsible for making buy, sell, and hold decisions.

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The COVID-19 Investor Pulse Check Series