The New Rules of Investing
Time-tested approaches to investing won’t cut it anymore. So what now?
New developments in world affairs, demographics and technology have torn up the established formulas for growing and protecting wealth. In the New Rules of Investing, Mark Haefele, Chief Investment Officer, Global Wealth Management, shares stories from his decades of experience to illustrate how our firm’s unique way of investing helps clients meet the unprecedented challenges of our times.
The New Rules of Investing isn’t just another investment guide. It’s a playbook for growing and protecting your wealth. Learn how
- it can pay to follow the big money;
- allocating assets rather than picking stocks can improve your returns;
- emotional issues with money are a barrier to each of us investing rationally;
- expert advice can help you work successfully with, instead of against, these issues;
- to gain confidence by structuring your wealth for short-term, long-term and legacy scenarios;
- to get results that go beyond the balance sheet via impact investing.
The lowdown on The New Rules of Investing
Got a minute? Mark explains why this book’s accessible explanations, client case studies and personal stories can make The New Rules of Investing a resource to consult time after time.
A fresh perspective on your wealth – in 38 seconds
Get a birds-eye view of essential strategies that could help you – no matter who you are – take better care of your money in our turbulent times.
Interview: your money and today’s big trends
What do deglobalization, debt, demographics, digitization and decarbonization mean for your money? Mark reveals how breaking down these trends can help you constructively re-engage with your portfolio.
"A very useful framework for navigating in a rapidly changing world.”
".... helps the modern investor think differently about markets, portfolios, and world events.”
"This book is well worth the investment.”
Mark Haefele
Chief Investment Officer
Global Wealth Management
Zürich
Mark Haefele joined UBS as Head of Investment for Wealth Management’s Chief Investment Office in 2011.
As UBS’s Global Chief Investment Officer since 2014, he oversees the investment policy and strategy of approximately USD 4.2 trillion in invested assets. A former lecturer and acting dean at Harvard University, Mark has over 500,000 followers on LinkedIn.
Richard C. Morais
Award-winning financial journalist and novelist
Richard C. Morais built Barron’s Penta, an acclaimed magazine for wealthy families. Before this, he was business magazine Forbes’s European bureau chief.
His New York Times and international bestseller The Hundred-Foot Journey was adapted for cinema in a 2014 film starring Helen Mirren. Richard’s latest novel, The Man with No Borders, is about a Spanish private banker in Zurich.
From planning your finances to providing solutions, we focus on helping you get more out of life and your wealth.
