#7908
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 ![undefined]()
Mark Zandi
24 snips
Investing with UBS CIO Mark Haefele
Mentioned by Mark Haefeli, arguing that investing in free markets is outdated and aligning with government spending is the new approach.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
Mentioned by 
Meb Faber
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
