UBS Investor Watch is a quarterly publication analyzing the latest in investor sentiment and behavior. Dedicated to generating insights that help UBS Financial Advisors deliver exceptionally for their clients, UBS Investor Watch is the industry’s definitive guide to what’s on investors’ minds right now.
Retiring old clichés
Far from being bored, retirees are having the time of their lives. And when it comes to investing, they’re showing few signs of slowing down, with 84% planning to grow their assets. Find out how retirees continue to buck conventions—and see where you fit in.
On your mark…
Despite mixed reviews of the administration's performance so far, most wealthy investors expect a positive impact on the economy—and half believe the administration will improve their own financial well-being. Use this opportunity to bring clients our best investment ideas and engage them in a broad-based planning conversation.
The revived investor
Investor optimism is soaring in anticipation of the new administration—climbing by as much as 50% since the election. Expectations of loosening gridlock in Washington and a friendlier business environment are fueling the confidence. Where do you fit in?
In the market for change: Investors react with growing confidence post-election
Trump’s victory has investors gearing up for change, but they’re following very different paths depending on their political preferences. Find out how Trump and Clinton supporters are preparing for a post-election world—and how you can, too.
Electing the economy: Why investors believe this election is critical for their financial future
Investors see the presidential election as a “game changer,” with a significant impact on the economy and their portfolios, no matter who wins. Find out what they’re thinking—and doing—to prepare for it.
The ties that bind: How Boomers and their Millennial children are redefining family and finances
Boomer parents are happy to support Millennials both emotionally and financially—even though they have different views on money and investing. Find out how each group is challenging the traditional family dynamic as they pursue their financial future together.
The conflicted investor: What rules…the head or the heart?
Even with recent market volatility, most investors are still confident about the recovery. But many aren’t acting on it. In fact, only 18% are willing to take on more risk. Find out how those with a financial plan are more confident riding out volatility and staying focused on long-term goals.
Unassisted living: Overcoming today’s long-term care challenges
Everybody gets old. Yet 77% of investors aren’t planning for what the future might hold. What’s your plan? Discover how families are overcoming today’s challenges—and finding their own answers—to long-term care.
Beyond the picket fence: Financial challenges of the modern American family
Blended families, same-sex couples, and families with adult children or aging parents living in the home are on the rise. These modern families, and traditional families, have their own specific financial challenges. Find out what those challenges are and how the right financial advice can help you meet them for your family.
Choosing to delegate: Why millionaires seek professional advice
Understand why many millionaires don‘t want to be financial experts, and why ultimately, financial discipline matters more. Millionaires understand this, and prefer to work with financial advisors to help them achieve long-term success.
Doing well at doing good: Why there’s more to giving than checkbook philanthropy
Everyone gives, but few believe their giving is effective. However, people who plan their giving and use strategies to make it work harder, are almost 50% more confident their donations are having an impact. Find out why.
Begin before the end: Why families need to have inheritance conversations now
It's time for families to break the silence, and start talking about inheritance. Heirs who know the details ahead of time report being twice as happy with the outcomes as those who are left in the dark. Find out why.
Couples and money: Who decides?
Money is a hot topic for all couples because men and women often have differing views about investing. As a result, couples may handle financial decisions in one of four ways. Which kind of couple are you?
The LGBT investor in a post-DOMA world
The repeal of DOMA has ushered in a sense of optimism for lesbian, gay, bisexual and transgender (LGBT) investors, but concerns persist about retirement and long-term care.
What is "wealthy"?
$1 million in assets is no longer enough to make investors feel wealthy, and there's growing concern about healthcare costs in retirement.
The "new normal" is here to stay
Investors now define risk as permanent portfolio losses, and they continue to hold an average of 20% in cash.
A new investor is emerging. Aware. Pragmatic. Confident.
Despite dissatisfaction with Washington and concerns over long-term care, investors express greater confidence in their financial situations, especially those with financial plans.
Newfound optimism and pre-election jitters
Investors appear ready to reduce cash holdings, especially after the U.S. elections. Despite concerns about the national debt and rising healthcare costs, investors are optimistic and plan to revisit their financial plans post-election.