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Investing with UBS CIO Mark Haefele

Moody's Talks - Inside Economics

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Navigating the Five D's in Investment Strategy

This chapter explores the five major trends affecting the investment landscape: debt, deglobalization, decarbonization, digitalization, and demographics. It emphasizes the necessity for investors to adapt their strategies in light of these trends, including the use of AI in various sectors and the impact of healthcare spending. The discussion also reflects on current market valuations and provides insights into how individual investor concerns can inform tailored investment strategies.

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