UBS Investor Sentiment Confidence stays steady

Mexicans seek to protect and diversify

Q4 2019

Confidence in own economy syncs up with global peers, but is lower on own stocks

Own region's economy (next 12 months)

Own region's stock (next 6 months)


Optimism stems from government reform

But many are concerned about crime and their currency


Mexican investors confident about global economy and markets

Global economy (next 12 months)

Global stock (next 6 months)


No clear consensus for investment opportunities across regions ...

... but many would like to know more about:


Which strategies are Mexicans considering to increase yield?


Top concerns to impede my financial goals

How investors plan to protect their portfolios


Many look for safer options …

… and plan to move more assets offshore


Business owner spotlight


About the survey

UBS surveyed 223 investors and 76 business owners in Mexico with at least USD 1M in investable assets (for investors) or at least USD 250k in annual revenue and at least one employee other than themselves (for business owners), from December 19, 2019 – January 12, 2020



Disclosures