The new valuables
Investors' purpose now: putting capital behind experiences, relationships, and helping others.
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.
Look more closely at the findings
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Goals have changed
Goals have changed
82%
82%
COVID-19 made me reassess what's most important.
Investors’ new purpose
Investors’ new purpose
82%
82%
I want to make more of a difference.
Investors left with mixed feelings
Investors left with mixed feelings
92%
92%
I feel more appreciative of what I have.
71%
71%
I feel guilty for being more fortunate than many other people.
Investors prioritize experiences over possessions
Investors prioritize experiences over possessions
77%
77%
I believe life experiences are more important than material things.
57%
57%
I expect to increase spend on travel.
Strong interest in values-based investing
Strong interest in values-based investing
95%
95%
I want to align my investments with my values.
Sustainable investing comes to the fore
Sustainable investing comes to the fore
68%
68%
I am more interested in sustainable investing as a result of COVID-19.
Want to discuss opportunities in the current environment?
Want to discuss opportunities in the current environment?
Talk to your UBS client advisor today.
About the survey: For this edition of UBS Investor Watch, we surveyed 3,800 investors 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 a study conducted in May of 2020 among more than 3,750 investors with similar asset levels and age groups.
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