Recentering on core values

LatAm investors reassess what is most important in life

The new valuables

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.

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Social life

COVID-19 led to a more cautious everyday life

LatAm is the most cautious region globally


Extremely cautious


Somewhat cautious


Not cautious


Extremely cautious


Somewhat cautious


Not cautious

Fear due to COVID-19 remains intact


of LatAm investors fearful in April 2021


of LatAm investors fearful in March 2020

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

Most are most looking forward to


Visiting family


Traveling abroad


Traveling within their own country


Shopping in stores


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





Stayed the same







Stayed the same



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”).

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© 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