UBS Investor Sentiment

On the lookout

Key findings

Inflation | Investors concerned about the value of their cash

Volatility | Investors remain optimistic due to things returning

Opportunities | Investors interested in tech disruption and alternative investments (e.g., Private Markets)


Sentiment

Top sources of optimism …

Top source of optimism

... and concern

Top source of concern

Market outlook

Mexican investors still facing potential threats

Mexican investors still facing potential threats

Most attractive investment themes

Attractive investment themes

Assets more likely to invest in

Assets more likely to invest in

Cash and equivalents

Mexican investors reduce their cash allocations

Mexican investors reduce their cash allocations

Business owners

Mexican business owners’ sentiment increases

Top concerns

Investment priorities for business (next 6 months)

Brazilian business owners’ sentiment falls
Top concerns

About the survey

UBS surveyed 150 investors and 51 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 29 - July 15. For the 1Q22 results, UBS surveyed 150 investors and 50 businessowners in Mexico, from March 30 - April 14.