UBS Investor Sentiment
Sustainability top of the agenda.
Key findings
Key findings
Sentiment | Overall sentiment slightly lower due to higher inflation concerns
Sustainability | Investors are planning to increase SI allocations in their portfolios
Opportunities | Growth in interest for alternative investments
Economy
Economy
Optimism on economic outlook slightly down amongst Brazilian investors ... (in %)
Top source of optimism …
... and concern
Market outlook
Market outlook
Brazilian investors optimistic about their portfolio returns … (in %)
… and are planning to further increase their equity allocation …
... but remain concerned about potential threats to their financial goals
Sustainable Investments
Sustainable Investments
Brazilian investors optimistic about SI returns compared to traditional investments…
Opportunities
Opportunities
Top investment strategies for the next 6 months ...
... and long-term thematic investment ideas
Business owners
Business owners
Improving sustainability is a key priority amongst Brazilian business owners
About the survey
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 September 28 - October 13, 2021. For the 2Q21 results, UBS surveyed 150 investors and 50 business owners in Brazil, from June 23 - July 9, 2021.