July 17–19, 2020
COVID-19 INVESTOR PULSE CHECK #8
Investors expect the pandemic’s impact on the US economy to last longer—through Q2 2021. In addition, only 11% of investors think management is seizing the moment to build advantage.
Related Expertise: Corporate Development & Finance
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 pulse check—conducted August 7–9, 2020—finds that a majority of investors expect either a W-shaped or U-shaped recovery, and they are bearish on the stock market through 2021. In addition, 71% believe management should actively pursue acquisitions to strengthen the business, preferably using tuck-in deals. 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.
