The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
UBS' Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577
Today’s guest is Mark Haefele, the Chief Investment Officer of UBS Global Wealth Management where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and discusses the challenges of generational wealth transfer. Mark also introduces the concept of the three L's—liquidity, longevity, and legacy—as a framework for effective portfolio management.
Key Points
- Government spending has become a major influence on investment strategy, with opportunities arising in sectors where significant funds are allocated, such as defense and decarbonization.
- The three-bucket approach to asset allocation, focusing on liquidity, longevity, and legacy, helps investors manage risk and plan for both short-term needs and long-term goals.
- The rise of impact investing reflects a growing desire among investors to align their portfolios with social and environmental values, with an emphasis on measurable outcomes.
Follow Mark: LinkedIn
Resources: The New Rules of Investing: Essential Wealth Strategies for Turbulent Times
Chapters
| 0:00 | |
| 2:03 | |
| 3:39 | |
| 11:03 | |
| 16:03 | |
| 23:37 | |
| 27:08 | |
| 36:46 | |
| 47:11 | |
| 50:42 |
Transcript
Loading transcript...
- / -