Recentering on core values
LatAm investors reassess what is most important in life
A century after the Spanish flu and World War I led to the “Roaring Twenties,” many pundits are forecasting a similar post-COVID environment. While that could happen eventually, our latest Investor Watch research shows that—for now—investors are focused on something deeper: a search for meaning, a sense of purpose and a desire to contribute more to the world around them.
Look more closely at the findings
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COVID-19 led to a more cautious everyday life
COVID-19 led to a more cautious everyday life
LatAm is the most cautious region globally
85%
85%
Extremely cautious
13%
13%
Somewhat cautious
2%
2%
Not cautious
69%
69%
Extremely cautious
26%
26%
Somewhat cautious
5%
5%
Not cautious
Fear due to COVID-19 remains intact
Fear due to COVID-19 remains intact
89%
89%
of LatAm investors fearful in April 2021
89%
89%
of LatAm investors fearful in March 2020
Despite being cautious LatAm investors want to go back to “normality”
59%
59%
Visiting family
44%
44%
Traveling abroad
53%
53%
Traveling within their own country
41%
41%
Shopping in stores
52%
52%
More social activitiesfor their children
Majority of LatAm investors have benefitted from strong market performance
However, total net worth growth among them remained below global average
LatAm
LatAm
44%
44%
Increased
35%
35%
Stayed the same
21%
21%
Decreased
Worldwide
Worldwide
57%
57%
Increased
31%
31%
Stayed the same
12%
12%
Decreased
LatAm investors are considering the big picture
LatAm investors are considering the big picture
They have become more mindful of the future
They want to have an impact
They want to give back more than before the pandemic
Want to know more?
Want to know more?
If you want to know more
If you want to know more
Come and see us so we can find out more about what matters to you
About the survey: For this edition of UBS Investor Watch, we surveyed 3,800 investors globally, with 237 from Latin America. 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 global sample was split across 15 markets: Argentina, Brazil, mainland China, France, Germany, Hong Kong, Italy, Japan, Mexico, Russia, Singapore, Switzerland, the UAE, the UK and the US. The research was conducted in May 2021. Findings were compared to study conducted in May of 2020 among more than 3,750 investors with similar asset levels and age groups. This document has been prepared by UBS AG, its subsidiary or affiliate (”UBS”).
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© UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG.Member FINRA/SIPC. Expiration: 5/31/2022 Review Code: IS2102706 Approval date: 5/11/2021
