Investors’ Priorities in the Postdownturn Economy: A Survey

Investors’ Priorities in the Postdownturn Economy: A Survey

          
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Investors’ Priorities in the Postdownturn Economy

Value Creators 2010

Corporate Development & Finance, Management in a Two-Speed Economy
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  • This is the second in a series of online articles published as part of The Boston Consulting Group’s 2010 Value Creators Report. The full report will be published in the fall of 2010.

    Global capital markets are still laboring under the shadow of the worldwide financial crisis of 2008. Although 2009 saw a strong recovery in equity values, and credit conditions are slowly improving, market volatility is still high relative to historic levels. (See Value Creators 2010: Rebound but Not Yet Recovery.) As of this writing, most equity indexes are down for 2010. And despite some signs of economic recovery, especially in the United States, macroeconomic fundamentals in the developed economies are under significant pressure—most recently from the sovereign debt crisis in European countries such as Greece, Portugal, and Spain.

    Last year, at the depth of the downturn, BCG surveyed a broad cross section of professional investors and equity analysts in the United States and Europe in order to learn how they thought companies should respond to the global financial crisis. This year, we decided to do so again in order to discover how investors view the current economic environment and how they think companies should act.

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