UBS Investor Sentiment

 

27 Jan 2021

Key findings

Investors’ pulse | Vaccine development supports optimism

Sustainable investing (SI) | Investors see important opportunities ahead

Business owners upbeat | Seeing the light ahead due to momentum


ECONOMY

Investors' economic outlook is on the rise due to vaccine advances (in %)

Short-term (next 12 months)

Top sources of optimism and concern

Optimism                            Concern


INVESTMENTS

During challenging times investors are looking for expert guidance


SUSTAINABLE INVESTING (SI)

Investors engage in sustainability in different ways

SI is becoming an important part of investors’ portfolio


BUSINESS OWNERS

Confidence in own business has increased for next 12 months (in %)

Business owners see potential increases from sustainability focus (next 3 years) in:
 

Sources of optimism

About the survey

UBS surveyed 150 investors and 50 business owners in Mexico with at least $1M in investable assets (for investors) or at least $1M in annual revenue and at least one employee other than themselves (for business owners), from December 29 , 2020– January 16, 2021. For the 3Q20 results, UBS surveyed 4,002 investors and business owners (with at least $1M in annual revenue) globally, from September 22 – October 12, 2020. For the 2Q20 results, UBS surveyed 4,018 investors and business owners (with at least $1M in annual revenue) globally, from June 23 – July 13, 2020.