

#13000
Mentioned in 4 episodes
The New Rules of Investing
Book • 2024
This book provides investors with a contemporary approach to global investing, addressing the significant changes in the investment environment over the past twenty-five years.
Mark Haefele, Chief Investment Officer of UBS, shares his battle-tested philosophy and investing strategies used at UBS. The book covers key rules such as following government investments, allocating assets into three portfolio 'buckets' (short-term, long-term, and legacy), understanding personal money issues, and impact investing for social and environmental benefits.
It includes accessible explanations, client case studies, personal stories, and bottom-line summaries to help investors manage their wealth efficiently and successfully.
Mark Haefele, Chief Investment Officer of UBS, shares his battle-tested philosophy and investing strategies used at UBS. The book covers key rules such as following government investments, allocating assets into three portfolio 'buckets' (short-term, long-term, and legacy), understanding personal money issues, and impact investing for social and environmental benefits.
It includes accessible explanations, client case studies, personal stories, and bottom-line summaries to help investors manage their wealth efficiently and successfully.
Mentioned by
Mentioned in 4 episodes
Mentioned by Mark Haefeli, arguing that investing in free markets is outdated and aligning with government spending is the new approach.

21 snips
Government-Proofing Your Portfolio

15 snips
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577
Mentioned by Mark Haefele as a book he authored, outlining his perspective on investing in the current economic climate.

14 snips
ALO27: Unlocking Wealth: Insights from UBS's CIO Mark Haefele