Key findings

Optimism | COVID vaccine improves overall sentiment

Inflation worries | Investor are ready to make changes to their portfolios

Investment priorities | Business owners plan ahead for a post-COVID world


Economic outlook up amongst Brazilian investors ... (in %)

… despite prevailing delays in the vaccine rollout (in %)

Market outlook

Brazilian investors optimistic on their investment returns over the next 6 months ... (in %)

… and plan to further increase their equity allocation ...

... but remain concerned about potential threats to their financial goals 


Brazilian investors are…

Business Owners

Confidence in own businesses very linked to COVID vaccine

Whereas having a safe working environment leads the top concerns

About the survey

UBS surveyed 150 investors and 50 business owners in Brazil with at least $1M in investable assets (for investors) or at least $1M in annual revenue and at least one employee other than themselves (for business owners), from June 23 – July 9, 2021. For the 1Q21 results, UBS surveyed 150 investors and 50 business ownersin Brazil, from March 30 – April 18, 2021.