{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5ca1-7489-b635-2c022fadbfa7", "slug": "fd952aedeca416cc", "title": "Investor Perspectives Q1 2023", "subtitle": "BCG", "author": "BCG", "pageCount": 27, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.681, "document": { "id": "019dd923-5ca1-7489-b635-2c022fadbfa7", "slug": "fd952aedeca416cc", "title": "Investor Perspectives Q1 2023", "rawTitle": "Investor Perspectives Q1 2023", "authorId": "BCG", "authorName": "BCG", "authorDisplay": "BCG", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2023-Investor-Perspectives-Q1-2023.pdf", "sourceUrl": "https://web-assets.bcg.com/d4/83/b29d056840ddad837cbd33febf17/investor-pulse-q1-23-slideshow-230323.pdf", "sourceDate": "2023-03-31 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-23 20:51:30+00", "status": "ready", "pageCount": 27, "orientation": "landscape", "aspectRatio": 1.681, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/fd952aedeca416cc", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 27, "pagesIndexed": 27, "pagesWithImages": 27, "pagesWithMetadata": 27, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 161, "chartCount": 12, "metricSlides": 16, "toolMatches": 71, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 2, "beatMatches": 8, "loopMatches": 4, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0543-7581-99ae-37993a80ddc6", "evidence": "Deck moves from facts (investor data p5-9) to implications (p10-12) to action recommendations (p13-17).", "isPrimary": true, "confidence": 82, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "019dd95a-0543-7581-99ae-3bb69175a747", "evidence": "Loose SCQA: context (p1-2), complication (p5-9 risks), approach (p10-12), proof (p13-17), next steps (p26).", "isPrimary": false, "confidence": 60, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 9, "arc": { "name": "The Triple Take", "slug": "triple-take", "status": "active", "bestFor": "Data-driven presentations, research findings", "canonId": "019dd956-6221-73ad-bc12-378f8eb1f018", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Facts (What) -> The Implications (So What) -> The Action (Now What)", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 2, "name": "The Facts (What)", "beatId": "019dd95a-0702-74a3-87dd-1fd03382466d", "matchId": "019dd95a-0543-7581-99ae-37993a80ddc6", "beatType": { "name": "The Facts (What)", "slug": "triple-take-the-facts-what", "status": "active", "canonId": "019dd9b8-092b-754c-8eaa-ede3ffdcb060", "version": 1, "description": null }, "evidence": "Pulse-check survey results: macro risks, capital allocation, growth-to-value shift.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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This is BCG’s 22nd investor pulse check since the start of the COVID-19 pandemic. 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Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 60 } ], "loops": [], "locked": true }, { "page": 3, "type": "resolution", "title": "The slide uses a two-column layout with bulleted lists to present survey findings.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 9, "textChars": 2785, "nDataPoints": 11, "notes": "The slide uses a two-column layout with bulleted lists to present survey findings.", "elementsJson": [ "headline_text", "bullet_list", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 19:40:24.557+00", "seconds": 5.034, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5ca1-7489-b635-2c022fadbfa7/3", "deck": "/decks/019dd923-5ca1-7489-b635-2c022fadbfa7", "deckAnchor": "/decks/019dd923-5ca1-7489-b635-2c022fadbfa7#slide-3", "deckJson": "/decks/019dd923-5ca1-7489-b635-2c022fadbfa7.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.12, "x": 0.04, "y": 0.14 }, "kind": "callout", "text": "February 13–22", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:40:24.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53f243e3-ce28-49c9-94cf-c30fedfb8ef5", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "This pulse check, conducted February 13–22, 2023, indicates investors’ overall sentiment is significantly more positive than it was in the prior one in October 2022, when investors’ bullishness was at its weakest point for the series.", "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 12:54:11+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-b48a-77cd-a34b-0fc29ed3e4af", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.91 }, "kind": "disclaimer", "text": "Source: BCG Investor Perspectives Series, Q1 2023, February 13–22, 2023; n = 150. 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://bcghendersoninstitute.com/macro/. ¹The term current year referred to 2023 in this survey and to the remainder of 2022 in the October survey. ²The average across 22 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 19:40:24.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33dca4c5-54fe-4100-b4d7-9674425fbfaf", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.04, "y": 0.53 }, "kind": "list", "text": "For 2023, investors remain concerned about elevated inflation and a potential recession. For 2024 and 2025, while inflation expectations stay elevated, investors are optimistic about growth in the US economy. Investors expect inflation to stay high through 2023, with a 4.5% median expectation for year-end; about 55% of investors believe that the US will experience a recession before the end of 2023, significantly less than 91% of investors in October 2022. 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When asked about their top three concerns related to the macro economy, 79% of investors listed inflation, 69% listed interest rates and the Federal Reserve’s policy, and 39% pointed to geopolitical risk. 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"seconds": null, "promptVersion": null } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The chart is segmented into five categories: Growth, Margins and returns, Cash flow and capital allocation, Valuation levels and risk, and Nonfinancial.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 857, "nDataPoints": 42, "notes": "The chart is segmented into five categories: Growth, Margins and returns, Cash flow and capital allocation, Valuation levels and risk, and 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"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 12:54:12+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-b48a-77cd-a34b-beda22075d96", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.23 }, "kind": "chart", "text": "Most important company-specific factors for investment decisions or recommendations", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar 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Note: FCF = free cash flow; NA = not applicable; EPS = earnings per share. The ranking for environmental, social, and governance (ESG) factors would likely be very different for sectors where environmental considerations are central to the investment thesis. Any apparent discrepancies in the change when compared with October 2022's survey results are due to rounding.", "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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Used by analytical arcs (Triple-take, Onion) and learning arcs (Voyage-return, Tragedy)." }, "alignedBlockIds": null, "matchConfidence": 82 }, { "to": 12, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 10, "name": "Solution & Approach", "beatId": "019dd95a-0702-74a3-87dd-30927a2d1fee", "matchId": "019dd95a-0543-7581-99ae-3bb69175a747", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Investors want long-term focus AND short-term delivery.", "position": 3, "isPrimaryArc": false, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. 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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. 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