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 Brazilian investors ... (in %)

Top source of optimism …

Top source of optimism

... and concern

Top source of optimism

Market outlook

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

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

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

Planning to further increase their equity allocation

Investments

Division amongst Brazilian investors when it comes to market volatility

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


Business owners

Main reasons for optimism

Top 3 investment strategies for the next 6 months

Biggest concerns faced

top 3 long-term thematic investment ideas

Upgrading talent as a top investment priority for business owners

Improving sustainability in Brazilian business owners

About the survey

UBS surveyed 150 investors and 50 business owners in Brazil 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 20, 2022. For the 3Q21 results, UBS surveyed 150 investors and 50 businessowners in Brazil, from September 28 - October 15, 2021.