Bets of the next few years
In a survey conducted to its clients, the Swiss Funanciero Group UBS points out that billionaires direct their capital to technological sectorsespecially those related to generative artificial intelligence and electrification.
In 2024, the accumulated richness of the billionaires of the technological sector grew 36.1%, surpassing other items. In addition, retail consumption and trade remain fundamental pillars, accumulating 2.9 billion dollars in assets.
Renewable energies are also outlined as a priority for the next 10 years. According to respondents, the transition to clean energy sources and innovation in sustainable technologies generate new investment opportunities.
Investment decisions depend more and more on the new generations of millionaires. It is expected that the inheritance of the generation of the “Baby Boomers” reaches 6.3 billion dollars in the next 15 years.
Anyway, billionaires have shown that in the last 10 years they have known how to expand their wealth. According to UBS, they have exceeded variable income markets.
Between 2015 and 2024, its total assets increased by 121% worldwide, from 6.3 billion dollars to 14 billion dollars. In comparison, the MSCI AC World index (a stock market index that measures the performance of more than 1,600 companies of the most developed economies) recorded a gain of just 73%.
Geopolitics and taxes: growing risks
Billionaires recognize that the world is going through a stage of uncertainty. 61% of them fears that a severe geopolitical conflict impact their investments in the short term, while five years, 53% care about a global recession. Inflation also remains a latent threat to 39% of respondents.
Another key factor is the increase in taxes. 46% of billionaires believe that the strictest fiscal measures could reduce the profitability of their investments. In addition, a debt crisis and volatility in financial markets also generate uncertainty in the ultra -up community.
Mexico, a country of heirs billionaires
In Mexico, the number of billionaires grew from 14 to 22 in the last year. However, only 31.8% of them built their fortune from scratch, the lowest proportion throughout the region of the Americas, where the average billionaires “made to themselves” is 69.5%.
This data contrasts with countries such as Brazil and the United States, where most great fortunes come from successful ventures in technology, financial services and consumption. On the other hand, in Mexico, wealth is usually maintained within the same families, thanks to inherited heritage structures and long -term family businesses.
North America is the refuge for investments
Given global uncertainty, billionaires trust North America as the safest destination for their investments.
80% of respondents prefer this region to invest in the next 12 months, while 68% see it as an attractive option for five years. Factors such as technological leadership, energy security and institutional stability make the United States and Canada remain poles of capital attraction.
In contrast, interest in the Asia-Pacific region has decreased. Only 25% of billionaires see great opportunities in this area in the short term, while China faces a loss of confidence due to the decrease in their multimillionaire wealth.
