Sustainability top of the agenda

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


Economy

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

Optimism on economic outlook 3Q
Optimism on economic outlook 2Q

Top source of optimism …

Top source of optimism

... and concern

Top source of concern

Market outlook

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

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

… and are planning to further increase their equity allocation …

Planning to further increase their equity allocation

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

Concerned potential threats to financial goals

Sustainable Investments

Mexican investors optimistic about SI returns compared to traditional investments

Expected returns with primary focus

Opportunities

Top investment strategies for the next 6 months ...

Top 3 investment strategies for the next 6 months

... and long-term thematic investment ideas

top 3 long-term thematic investment ideas

Business owners    

Improving sustainability is a key priority amongst Mexican business owners

Improving sustainability in 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.