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  "documentTitle": "Investor Perspectives Series Pulse Check 21",
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      "text": "The findings from this pulse check highlight that upcoming investor communications should address the market's current bearishness—including discussing the company's resilience to macroeconomic risks, sharing a realistic performance outlook, and conveying its strategy for developing resilience to emerge stronger from the current environment.",
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      "text": "Only 4% of investors expect inflation will return to lower, normal levels by the end of 2022 (down from 20% in June 2022 and 40% in March 2022), with median inflation expectations of 5.7% for Q4 2022 (down from 5.9% in June 2022 and up from 5.2% in March 2022).",
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      "text": "The findings from this pulse check highlight that upcoming investor communications (for example, earnings releases and investor days) should address the market's current bearishness—including discussing the company's resilience to macroeconomic risks, sharing a realistic performance outlook, and conveying its strategy for developing resilience to emerge stronger from the current environment.",
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      "text": "A significant percentage of investors are supportive of financially healthy companies actively reshaping their portfolio (68% support acquisitions, versus the series average of 67%,¹ and 75% support exiting or divesting lines of business, versus the series average of 74%¹).",
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      "text": "A clear majority of investors—71% (versus 60% in June 2022)—have become more risk averse since the onset of higher inflation; as a result, they hold more cash (60% ranked this as a top-three change).",
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      "text": "Investors increasingly feel it is important for financially healthy companies to deliver on guidance (77%, versus the series average of 67%¹); they continue to support investments for the long term, but that support has declined significantly (76% consider it important, versus the series average of 89%¹).",
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      "text": "Source: BCG Investor Perspectives Series, Pulse Check #21, October 7–11, 2022; n = 150. Note: TSR = total shareholder return. ¹The average across 21 investor pulse checks was calculated using the percentage of investors that were bullish for the current calendar year at the time of each survey.",
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