Mark Haefele

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!

Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, shares insights on investing with over $4 trillion in assets under management. He discusses the crucial impact of government spending on investment decisions and reveals the five D's shaping today's landscape. Mark introduces the three L’s—liquidity, longevity, and legacy—as vital principles for asset allocation. He also tackles the intricacies of transferring wealth across generations and the role of behavioral finance in shaping investor strategies.

Mark Haefele, the Global Wealth Management Chief Investment Officer, teams up with Kiran Ganesh, Jason Draho, and Carolina Corvalan to dissect market dynamics. They dive into the implications of a potentially divided Congress on trade and tax policies. The conversation includes the Federal Reserve's recent rate cut and its impact on fixed income investments. They also discuss how electoral volatility affects market behavior and offer strategies for capital preservation amid changing interest rates and inflation pressures.

Mark Haefele, the Global Chief Investment Officer, dives into the recent market volatility and its root causes. He explains the importance of a long-term investment strategy amid sudden fluctuations. The conversation shifts to the unpredictable landscape of upcoming elections and their potential market implications. Haefele also discusses fixed income strategies in a divided government, emphasizing quality investments. Finally, he shares insights on navigating currency markets and the outlook for commodities like gold amidst economic shifts.

Guest Mark Haefele, CIO, discusses hedging strategies in Middle East tensions, implications of US foreign aid, US economy impact of geopolitical tensions, global equity outlook, tech sector resilience, positive UK equities outlook