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.
COVID-19 led to a more cautious everyday life
LatAm is the most cautious region globally
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”
Traveling within their own country
Shopping in stores
More social activitiesfor their children
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
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
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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