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Investment ideas from UBS

Mark Haefele

Our latest investment insights to help you protect and grow your wealth.

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Monthly Investment Letter: Poles apart

We have had an unforgettable month in US political history. Former President Donald Trump was wounded in an attempted assassination during an election rally. And President Joe Biden has faced repeated calls from some Democratic Party leader...

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Monthly Investment Letter: Decision time

As we look ahead to the second half of 2024, it’s decision time—for the Federal Reserve, for the US electorate, and for investors.

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Monthly Investment Letter: Weather report

“You don’t need a weatherman to know which way the wind blows.” Bob Dylan

4 months ago
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Monthly Investment Letter: That butterfly effect

Like all imperial capitals throughout history, Washington DC has a cynical streak. Last week, the buzz at the International Monetary Fund/World Bank gatherings I attended noted (with irony) that Iran’s strike on Israeli soil was clearly aud...

5 months ago
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Authors

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  • Mark Haefele
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