The Auto Club Group
In a Tough Market, Investors Seek New Ways to Create Value
Article

In a Tough Market, Investors Seek New Ways to Create Value

Julien Ghesquieres, Jeffrey Kotzen, Tim Nolan, Frank Plaschke and Hady Farag
Boston Consulting Group, 2016
Read the article

Read or listen offline

Amazon Kindle
audio autogenerado
  • 0.5×
  • 0.75×
  • 1×
  • 1.25×
  • 1.5×
  • 1.75×
1×
audio autogenerado

Editorial Rating

7

Qualities

  • Analytical
  • Overview

Recommendation

A 2016 Boston Consulting Group (BCG) survey of portfolio managers and investment analysts reveals a number of trends. Bearish sentiment is on the rise. Expectations for total returns are modest, investor appetite for dividends and cash payouts has hit its limits, and a desire to see companies use cash to enhance value is growing. getAbstract recommends this short but insightful report to investors and corporate executives seeking a glimpse into how institutional investors view markets and the investment climate.

Summary

According to a survey of more than 700 portfolio managers and investment analysts, a rise in global market volatility is driving bearish behaviors among investors. Four major trends emerged from the BCG survey:

  1. Bearish sentiment vaulted about 70% from 2015 to 2016 – Some 32% of survey participants were “bearish” or “extremely bearish” about equity market prospects, in contrast to 19% in 2015. Almost three-quarters of those surveyed who reported a pessimistic view cited China’s slow economic growth as their main reason for concern. About 40% of all...

About the Authors

Julien Ghesquieres et al. are professionals with the Boston Consulting Group.

Comment on this summary or Comenzar discusión