The New Rules of Investing: Essential Wealth Strategies for Turbulent Times

(Hardback)

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The rules for investing have changed. Dont get left behind. Reboot your approach with this timely guide from a wealth management powerhouse.

Its not hard to grasp why we need to change the way we think about investing. Over the past twenty-five years, new developments in world affairs, demographics, technology, and more have disrupted the old realityand these changes directly affect the financial markets and your individual portfolio. Stock picking and Buffett-style investing are the financial tools of a bygone era, yet many investors are confused about what should take their place. So what do you need to know to protect and grow your wealth in these turbulent times

As the chief investment officer of UBS, the worlds largest and only truly global wealth manager, Mark Haefele oversees the team that manages and advises around $4 trillion of clients invested wealth. Mark has spent decades advising investors of all kindsfrom high school students to government officials and UBSs unique global roster of billionaires. This has enabled him to sharpen his perspective while watching the old rules fall by the wayside.

In this playbook for protecting and growing your wealth, Haefele shares the investing strategies he uses at UBS and distills his battle-tested philosophy into a set of actionable rules that can guide you into a secure financial future. Youll walk away knowing

• How to follow the moneysee where governments are investing and how this insight can drive your own investment decisions.
• Why you should allocate assets and think about your wealth in three portfolio buckets that cover short-term, long-term, and legacy scenarios.
• How understanding yourself and your personal money issues pays offliterally.
• How to get results beyond the balance sheet via impact investing, which allows you to grow your portfolio while benefitting causes you care about.

Accessible explanations, client case studies, personal stories, and bottom-line summaries make The New Rules of Investing a resource youll consult time after time. Whether youre a novice working with a financial advisor, an experienced investor, or an investment professional, youll be better equipped to manage your wealth more efficiently, calmly, and successfully.

Reviews

'The New Rules of Investing cuts through the daily noise and helps the modern investor think differently about markets, portfolios, and world events.' * David M. Rubenstein, cofounder and cochairman of Carlyle *
'The New Rules of Investing presents a compelling argument that the investment environment has changed in consequential ways in the 21st century. In readable prose, it explains how investors can react to powerful new forces and shocks. These structural changes in process and in prospect are usefully captured in the 5 D's: debt, de-globalization, decarbonization, digitalization, and demographics. A very useful framework for navigating in a rapidly changing world.' * Michael Spencer, Nobel Laureate in Economic Sciences 2001 *
'Haefele brings to life everything from the tide-shifting role government intervention is playing in today's markets to the quirky way our personal money issues sabotage our financial results--and what you can do about it. This book is well worth the investment.' * Jean Chatzky, New York Times and Wall Street Journal bestselling author; CEO, HerMoney.com *
'Mark explains, in practical terms, how a global investment operator converts strategies into the diversified actions for consistent risk-adjusted returns.' * Rear Admiral Hugh Wyman Howard III, US Navy (Ret.); former commander, Naval Special Warfare Command *

Author Bio

Mark Haefele is the global chief investment Officer at UBS, named Worlds Best Bank 2024 by leading financial publication Euromoney. Mark oversees the investment policy and strategy for around $4 trillion in invested assets at UBS. He leads a team of about 1,200 investment professionals whose passion and focus is to help clients reimagine the power of investing so they can live the life they choose today, prepare for their lives tomorrow, and improve the lives of others.