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(1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. 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Note: FCF = free cash flow; EPS = earnings per share. For additional BCG perspectives on resilience, visit https://www.bcg.com/en-ca/capabilities/business-resilience. For BCG’s views on macroeconomic topics, visit https://www.bcg.com/en-ca/bcg-henderson-institute/center-for-macroeconomics. ¹The average across 25 investor pulse checks was calculated using the percentage of investors that were bullish for the current calendar year at the time of each survey.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:11.833+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76a6b01c-c9cc-456b-b394-9669ff325894", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.51, "y": 0.2 }, "kind": "list", "text": "The next most common top-three investment considerations remain FCF generation (35%, similar to 36% in October 2023), return on capital (24%, similar to 22% in October 2023), medium-to-long-term margin upside (24%, similar to 21% in October 2023), and absolute valuation levels (22%, similar to 20% in October 2023). Investors expect companies to deliver the best of both worlds by simultaneously investing for longer-term growth and fully delivering on near-term guidance and analyst consensus. As a result, corporate leaders need to determine the right tradeoffs for their companies and clearly share their rationale with investors to manage expectations. Eighty-four percent of investors (similar to the October 2023 result of 88% and the series average of 88%¹) consider it important for companies to invest in key business capabilities, even at the expense of guiding to lower EPS or delivering below consensus. 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Investors, on average, expect the S&P 500 to return 6.5% over the next three years. In what may explain investors’ short-term bearishness and modest return expectations, a higher share of investors believe that the market is too optimistic regarding the Federal Reserve’s policy’s impact on the US economy’s soft landing (45% think the market is too optimistic vs. 9% that think the market is too pessimistic), 2024 elections (29% vs. 10%), the wars in Ukraine and the Middle East (35% vs. 5%), and AI developments and regulation (46% vs. 12%). Investors continue to prioritize long-term organic growth as the most important company-specific consideration for investment decisions and recommendations. 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(1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. 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Note: For additional BCG perspectives on resilience, visit https://www.bcg.com/en-ca/capabilities/business-resilience. For BCG's views on macroeconomic topics, visit https://www.bcg.com/en-ca/bcg-henderson-institute/center-for-macroeconomics.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2179e1bb-c064-45dc-861a-84afe17dd930", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.04, "y": 0.14 }, "kind": "legend", "text": "January 16–18", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e67d0fc-0634-40ae-9da6-0b300ee7b27d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.04, "y": 0.2 }, "kind": "list", "text": "Similarly, 81% of investors (near the October 2023 result of 83%) are supportive of companies investing in innovation and go-to-market strategies even if that affects their margins short term, while 73% of investors (down from 79% in October 2023) support companies hunkering down—that is, focusing on reducing costs to strengthen near-term profitability and not reinvesting cost savings into medium- or longer-term growth", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14c92156-4558-4704-82f2-025bfe230653", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.45, "x": 0.51, "y": 0.51 }, "kind": "list", "text": "Surprisingly, and somewhat inconsistent with what BCG hears in investor conversations, the current survey indicates that many investors still are open to debt-funded M&A—65% of investors are supportive of companies making substantial or even transformative acquisitions (significantly above 20% of their own market cap) that have the potential to be strategic and competitive game changers for the company, as long as acquirers are financially healthy and the current environment does not pose a risk for their ability to reduce leverage within the next one to two years", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e06acc9-9ae9-47cb-b523-6fc6ea0c1b5b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.51, "y": 0.34 }, "kind": "list", "text": "About 69% of investors are actively avoiding or reducing exposure to companies carrying higher leverage (for example, above three times the net debt-to-EBITDA ratio), and 44% of investors are even doing so for companies carrying near-average leverage (for example, about two times the net debt-to-EBITDA ratio)—those results are consistent with recent investors' comments that 1.5 times net debt to EBITDA is the new 2.5 times", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, 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"subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46aa1c2b-f72e-41aa-9117-a3575cbe4c51", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.51, "y": 0.2 }, "kind": "list", "text": "For companies with near-term debt maturities, 73% of investors now consider rollover risk and interest coverage ratios, rather than leverage ratios alone—that has been reinforced in conversations with many seasoned investors, suggesting that the interest coverage ratio is an important consideration for the first time in 15 years", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eab014e-87f1-4b8e-b582-497369f62131", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.51, "y": 0.71 }, "kind": "list", "text": "In contrast, 75% of investors are supportive of companies making focused tuck-in acquisitions (for example, well below 20% of their own market cap) that do not materially increase their leverage, which is very consistent with the typical investor commentary", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:18.757+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aac65b98-2cad-455b-82e4-012b35cf6552", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.04, "y": 0.54 }, "kind": "list", "text": "Investments for growth and top-line protection remain investors' number one priority, ranked as a top-three priority for financially healthy companies by 71% of investors (up from 68% in October 2023); at the same time, the share of investors that 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simultaneously investing for longer-term growth and fully delivering on near-term guidance and analyst consensus.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8355-000db5da0025", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.28, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "84% | Investors that believe it is important to prioritize building business capabilities (for example, digital and technology infrastructure), even if it means guiding to lower EPS or delivering below consensus", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:14.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6881136b-6bf9-4531-9a71-622063363785", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.45 }, "kind": "list", "text": "84% | Investors that feel it is important to deliver EPS over the current fiscal year that at least meets guidance and consensus", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:14.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6da59f60-dec1-428c-9302-b370687182d3", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Investor sentiment: 84%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8355-0623b22b4cf7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.04, "y": 0.19 }, "kind": "paragraph", "text": "January 16–18", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:14.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9e42bb0-f107-4b15-b0d0-41616c689f3c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Source: BCG Investor Perspectives Series, Q1 2024, January 16–18, 2024; n = 153. Note: All questions were posed with respect to financially healthy companies, which were defined as companies with relatively strong and resilient free cash flow and a healthy balance sheet. EPS = earnings per share. ¹A series high, average, or low is a percentage that reflects a comparison across the 25 investor pulse checks.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:14.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08ecfd95-b4bc-40b5-9639-184d3f88dd50", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.8, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Investors want financially healthy companies to invest in securing long-term advantage, while also delivering on short-term expectations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:14.487+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a7fcd12-4f25-4631-9c42-8e57ec020bce", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Investor sentiment", "numberRaw": "84%", "numberKind": "percent", "actionTitle": "Investors want financially healthy companies to invest in securing long-term advantage, while also delivering on short-term expectations", "calloutText": "Investors expect companies to deliver the best of both worlds by simultaneously investing for longer-term growth and fully delivering on near-term guidance and analyst consensus.", "numberScale": null, "numberValue": 84, "metricFamily": "survey_sentiment", "numberCurrency": null } ], "tools": [ { "tool": { "name": "The Rule of Three", "slug": "the-rule-of-three", "status": "active", "bestFor": null, "canonId": "019dd956-8962-75cf-b4f8-9394501a6f33", "version": 1, "bodyDocId": null, "description": "Ideas presented in threes are more memorable and satisfying", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "block", "agents": [ "Storyteller" ], "matchId": "019dd95a-12a5-7665-b6fa-e4b6d8f1b629", "evidence": "Three-column layout: question A / question B / synthesis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 70, "extraction": { "at": "2026-04-29 13:07:32.265826+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "019dd95a-12a5-7665-b6fa-d82f8099a51d", "evidence": "Title states resolution: 'invest in long-term advantage, while also delivering short-term'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 90, "extraction": { "at": "2026-04-29 13:07:32.265826+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. 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Wins the WYSIATI battle on purpose — the loudest fragment on the page becomes the author's chosen sentence rather than whichever chart label happens to be largest." } ], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null }, "from": 10, "name": "Deeper Layer", "beatId": "019dd95a-0702-74a3-87d9-67fbb163dbb1", "matchId": "019dd95a-0542-7728-a790-c6dad67ac81a", "beatType": { "name": "Deeper Layer", "slug": "onion-deeper-layer", "status": "active", "canonId": "019dd9b8-0c69-7473-8222-610daa3e4df7", "version": 1, "description": null }, "evidence": "Long-term vs short-term tradeoff, time-series, growth vs hunkering down", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. 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Similar to the October 2023 result of 83%.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:11.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adf22b7c-24df-43a4-8e9f-dbb3cb8dc085", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.43, "x": 0.22, "y": 0.66 }, "kind": "list", "text": "71% | Investors that believe that companies should pursue significant profit improvement focused transformation programs starting in 2024.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:11.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d23566e9-2b92-43c7-9c68-af27733de055", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Investor support: 81%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8355-9258c0d2e8a7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.04, "y": 0.19 }, "kind": "paragraph", "text": "January 16–18", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:11.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fe71f59-8b6e-4142-b24b-770862b67124", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.55, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Source: BCG Investor Perspectives Series, Q1 2024, January 16–18, 2024; n = 153. 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Close to the series high of 83%, but slightly below the October 2023 survey result of 81%.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:12.347+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9969f712-d6d4-4851-82b4-caf36265f438", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.19, "y": 0.0028 }, "kind": "list", "text": "61% | Investors that believe acquisitions should be actively pursued to strengthen the business at current valuation levels. Close to the series low of 57% in June 2023, and below the series average of 66%.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:12.347+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3a06a1f-cc7f-444a-adb2-0b7994e4e2ad", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Investor support percentage: 78%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 12:48:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-acb9-741a-8354-d3a63fa0cd79", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.07, "x": 0.04, "y": 0.0019 }, "kind": "paragraph", "text": "January 16–18", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:12.347+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b145608-2e1e-4db4-a6de-af8ee82dd8c5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.92 }, "kind": "source-note", "text": "Source: BCG Investor Perspectives Series, Q1 2024, January 16–18, 2024 n = 153. Note: All questions were posed with respect to financially healthy companies, which were defined as companies with relatively strong and resilient free cash flow and a healthy balance sheet. ¹A series high, average, or low is a percentage that reflects a comparison across the 25 investor pulse checks. ²Question was not asked in earlier investor pulse surveys.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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"framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:46:11.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "703af3c7-98e3-4200-8d3f-8cda240e3ed5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.26, "x": 0.2, "y": 0.29 }, "kind": "metric", "text": "74% | Investors that think it is important to pay dividends that are at least in line with historical levels", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, 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