Overview
- Mexico’s pension administrators currently manage 8.1 trillion pesos in the SAR, equal to 23.3% of GDP, with over half of the total coming from accumulated investment gains.
- The regulator’s outlook sees assets reaching about 12 trillion pesos by 2030 and surpassing 30 trillion by 2050, which Consar says would be more than 50% of GDP.
- Deputy finance minister María del Carmen Bonilla called the targets attainable and highlighted demography, formalization and compounding as drivers.
- Officials promoted channeling the growing savings to infrastructure, clean energy and regional projects aligned with Plan México and the 2030 Agenda, aided by expanded investment limits.
- Amafore reported 1.1 trillion pesos in gains from January to October 2025 and cautioned that market momentum could slow in 2026, while some analysis flagged the long‑range projection as optimistic given today’s GDP.