UBS Investor Sentiment

Sustainability top of the agenda

Key findings

Prices up | Investors expect Inflation to continue

Cash | Holdings remain high awaiting new market entries

Opportunities | Investors interested in investing in tech disruption


Sentiment

Economic outlook down amongst Mexican investors ... (in %)

Optimism on economic outlook 3Q

Top source of optimism …

Top source of optimism

... and concern


Market outlook

Mexican investors assess key potential threats to their financial goals

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

Due to inflation concerns, Mexican investors have already done or are considering to:

Planning to further increase their equity allocation

Investments

Mexican investors optimistic about SI returns compared to traditional investments

Division amongst Mexican investors when it comes to market volatility

Despite the current level of volatility, many Mexican investors are looking to increase equity investments


Business owners

Main reasons for optimism

Top 3 investment strategies for the next 6 months

Biggest concern faced

top 3 long-term thematic investment ideas

IT spending continues to be an investment priority for 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 January 4 - January 21, 2022. For the 3Q21 results, UBS surveyed 150 investors and 50 business owners in Mexico, from September 28 - October 15, 2021