Recentering on core values

LatAm investors reassess what is most important in life

A century after the Spanish flu and World War I led to the “Roaring Twenties,” many pundits are forecasting a similar post-COVID environment. While that could happen eventually, our latest Investor Watch research shows that—for now—investors are focused on something deeper: a search for meaning, a sense of purpose and a desire to contribute more to the world around them.

Social life

COVID-19 led to a more cautious everyday life

LatAm is the most cautious region globally

85%

Extremely cautious

13%

Somewhat cautious

2%

Not cautious

69%

Extremely cautious

26%

Somewhat cautious

5%

Not cautious

Fear due to COVID-19 remains intact

89%

of LatAm investors fearful in April 2021

89%

of LatAm investors fearful in March 2020


Despite being cautious LatAm investors want to go back to “normality”

Most are most looking forward to

59%

Visiting family

44%

Traveling abroad

53%

Traveling within their own country

41%

Shopping in stores

52%

More social activitiesfor their children


Financial life

Majority of LatAm investors have benefitted from strong market performance

However, total net worth growth among them remained below global average

LatAm

44%

Increased

35%

Stayed the same

21%

Decreased

Worldwide

57%

Increased

31%

Stayed the same

12%

Decreased


Future ahead

LatAm investors are considering the big picture

They have become more mindful of the future

They want to have an impact

They want to give back more than before the pandemic

If you want to know more

Come and see us so we can find out more about what matters to you

About the survey: For this edition of UBS Investor Watch, we surveyed 3,800 investors globally, with 237 from Latin America. They were made up of 25-30 year olds with at least $250k in investable assets, 31-39 year olds with at least $500k in investable assets and those 40 or above with at least $1 million in investable assets. The global sample was split across 15 markets: Argentina, Brazil, mainland China, France, Germany, Hong Kong, Italy, Japan, Mexico, Russia, Singapore, Switzerland, the UAE, the UK and the US. The research was conducted in May 2021. Findings were compared to study conducted in May of 2020 among more than 3,750 investors with similar asset levels and age groups. This document has been prepared by UBS AG, its subsidiary or affiliate (”UBS”).

This document and the information contained herein are provided solely for informational and/or educational purposes. It is not to be regarded as investment research, or investment advice, a sales prospectus, an offer or solicitation of an offer to enter in any investment activity, to buy or sell any security, investment instrument, product or other specific service, or recommendation or introduction of any specific investment instrument or financial services or to effect any transactions or to conclude any legal act of any kind whatsoever. UBS makes no representation or warranty relating to any information herein that is derived from independent sources. The recipient should not construe the contents of this document as investment, legal, tax or other professional advice. Neither UBS nor any of its employees provide tax or legal advice and this document does not constitute such advice.

Approved and issued by UBS, this document may not be redistributed or reproduced in whole or in part or copies circulated without the prior written permission of UBS and no liability whatsoever for the actions of third parties in this respect is accepted. To the extent permitted by the law, neither UBS nor any of its directors, officers, employees or agents accepts or assumes any liability, responsibility or duty of care for any consequences, including any loss or damage, of you or anyone else acting, or refraining to act, in reliance on the information contained in this document or for any decision based on it.

© UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG.Member FINRA/SIPC. Expiration: 5/31/2022 Review Code: IS2102706 Approval date: 5/11/2021