Moody's Talks - Inside Economics Investing with UBS CIO Mark Haefele
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Mar 21, 2025 Join Mark Haefele, the Chief Investment Officer of UBS Global Wealth Management, as he navigates the choppy waters of today’s economic landscape. He shares insights from his book, discussing the critical '5 Ds' shaping investment strategies: debt, deglobalization, decarbonization, digitalization, and demographics. Mark also dives into the evolving role of cryptocurrency amid regulatory tides and introduces the Wealthway 3Ls—liquidity, longevity, and legacy—as a framework for financial management. Prepare to rethink your investment strategy with his expert advice!
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Unconventional Career Path
- Mark Haefele's career path was non-linear, including stints in the military, mountain climbing, and academia.
- He joined UBS after a friend invited him to Switzerland.
UBS Investment Philosophy
- UBS manages over $4 trillion in assets.
- Mark Haefele aimed to create a transparent investment process, unlike the often opaque nature of hedge funds.
Economic Outlook and Market Adjustments
- Increased risk of recession or stagflation to 30%.
- Potential earnings revisions and S&P target adjustments are being considered due to policy uncertainties.
