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Related Expertise: Corporate Finance and Strategy, Value Creation Strategy and Shareholder Activism Defense

BCG Investor Perspectives Series

As we navigate an uncertain world, what do investors expect from the US economy, the US stock market, and business leaders?

BCG has been surveying portfolio managers and senior analysts to bring the voice of the investor to business leaders and boards of directors. Key findings from Pulse Check #20, conducted June 17–21, 2022:
  • Investors are the most pessimistic they have been since the global financial crisis. Only6% are bullish on the US economy and stock market for the remainder of 2022, down from 22% in March.
  • Investors believe a recession is likely because of the Federal Reserve’s actions on interest rates, but they are most concerned about prolonged inflation.
  • The majority of investors are bullish for the next three years, which is reflected in an average annual TSR of 8.5%, the highest since June 2020.
The series began in March 2020 as the COVID-19 Investor Pulse Check. Click here to view the most recent slideshow and explore earlier editions.

The BCG Investor Perspectives Series is intended to bring the voice of the investor to business leaders and board members. While we feature the most recent research here, you can explore earlier editions below.

Our most recent survey, conducted June 17–21, 2022, finds that investors are the most pessimistic they have been since the Global Financial Crisis. Only 6% are bullish on the US economy and stock market for the remainder of 2022, down from 22% in March. Investors believe a recession is likely because of the Federal Reserve’s actions on interest rates, but they are most concerned about prolonged inflation. However, the majority of investors are bullish for the next three years, which is reflected in an average annual TSR of 8.5%, the highest since June 2020.

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. The series began in March 2020 as the COVID-19 Investor Pulse Check.

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Perspectives on Strategy and Value: Insights on creating sustainable value in an uncertain world.

BCG Investor Perspectives Series

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