Inflation concerns intensify

Key findings

Optimism | COVID vaccine improves overall sentiment

Inflation worries | Investors are ready to make changes to their portfolios

Investment priorities | Business owners plan ahead for a post-COVID world


ECONOMY

Global economic outlook slightly up amongst Mexican investors … (in %)

Global economic outlook Mexican investors

... as well as the current vaccine rollout (in %)

current vaccine rollout

Market outlook

Mexican investors optimistic on their investment returns over the next 6 months ... (in %)

Market outlook

… and plan to further increase their equity allocation ...

increase equity allocation

… but remain concerned about potential threats to their financial goals

potential threats to financial goals

Opportunities

Mexican investors are …

Opportunities

Business Owners

Confidence in own businesses very linked to COVID vaccine

Confidence in businesses linked to COVID vaccine

Whereas employees choosing not to be vaccinated leads the top concerns

employees choosing not to be vaccinated leads top concerns

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 June 23 – July 8, 2021. For the 1Q21 results, UBS surveyed 150 investors and 50 business ownersin Mexico, from March 30 – April 18, 2021.