Moody's Talks - Inside Economics
Investing with UBS CIO Mark Haefele
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!
01:05:49
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Quick takeaways
- Mark Haefele emphasizes the importance of adaptability in one's career journey, reflecting on his unconventional path to finance.
- The podcast discusses the growing risk of recession or stagflation and the impact of government policies on market dynamics.
Deep dives
Career Journey to CIO
The guest, Mark Heifelie, shares his unconventional career path that led him to become the Global Chief Investment Officer at UBS. Initially, his ambitions shifted through various endeavors, including military service, mountaineering, and teaching history at Harvard. Ultimately, a call from a college friend redirected him towards finance, where he aimed to change the investment landscape at UBS after the financial crisis. His diverse experiences underline the value of adaptability and exploring new opportunities in finding one's career direction.
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