Setting a new course

Rethinking health and wealth in a post-COVID world

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Q2 2020

Amid the confinement of the pandemic—and facing threats to their lives and livelihoods—investors looked inward.

Most rediscovered the joy of family, the importance of feeling safe and secure, and the value of health.

Now, emerging from lockdowns and still grappling with COVID-19, investors find themselves in a world that may have changed forever.

The pandemic and its aftermath inspired investors to focus on the things that truly matter to them: spending more time with family, protecting loved ones and safeguarding their health. What’s more, many investors expect to change fundamental ways of living—traveling less, working remotely, decamping to new locations.

At the same time, the pandemic has impacted how investors think about their money. Globally, 70% were affected by the economic contraction and market volatility—one-quarter significantly so.

Millennials in particular were impacted financially. But despite their concerns—job security, declining income and potentially delayed retirement—Millennials are intent on making a difference for others. One-third have increased their financial support to family members affected by COVID-19. Many also are
interested in philanthropy and sustainable investing.

Looking ahead, investors globally feel a mix of hesitation and anticipation. Eight in 10 see both risk in the current environment and opportunity as well. The uncertainty is driving an increased need for advice. Among investors with an advisor, for example, 83% are seeking more guidance than usual.

With the pandemic not yet in the rearview mirror, investors are navigating a changed world. Most will find their way with clear priorities, trusted guidance—and continued appreciation for the most important things in life.

US investors believe things will never be the same …

… and want to focus on family, health and safety

COVID-19 has financially impacted many US investors, raising concerns

44% worry about not having enough liquidity if there is another pandemic

COVID-19 has hit some groups harder than others …

… but many still want their money to make an impact

Advice is key

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About the survey

For this edition of UBS Investor Watch, we surveyed more than 3,750 investors. They were made up of 25 – 30-year-olds with at least $250k in investable assets, 31–39 year olds with at least $500k in investable assets and those 40 or above with at least $1 million in investable assets. The US sample consisted of 1,007 investors. The research was conducted in May 2020.