Key findings

Sentiment | Overall sentiment slightly lower due to higher inflation concerns

Sustainability | Investors are planning to increase SI allocations in their portfolios

Opportunities | Growth in interest for alternative investments


Optimism on economic outlook slightly down amongst Mexican investors ... (in %)

Top source of optimism …

... and concern

Market outlook

Mexican investors optimistic about their portfolio returns … (in %)

… and are planning to further increase their equity allocation …

... but remain concerned about potential threats to their financial goals

Sustainable Investments

Mexican investors optimistic about SI returns compared to traditional investments


Top investment strategies for the next 6 months ...

... and long-term thematic investment ideas

Business owners    

Improving sustainability is a key priority amongst Mexican business owners

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 September 28 - October 15, 2021. For the 2Q21 results, UBS surveyed 150 investors and 50 business owners in Mexico, from June 23 - July 8, 2021.