UBS Wealth Management Magazine, Asia Pacific  - Issue 22
 

The art of investing

The art of investing

 

An ex-hedge fund manager, Mark Haefele says that he now has the "greatest job in the world." We caught up with Mark, in his fourth year at UBS Wealth Management, and recently appointed as Global Chief Investment Officer, to find out which factors influence his global investment view, why he particularly enjoys meeting with Asian investors, and what the similarities are between running a hedge fund and jumping out of an airplane.

Andrew Lee takes a closer look at asset classes that have performed well since the global financial crisis, and where returns are likely to come from in a time of economic global recovery.

In a challenging market environment, Equity Long/Short strategies–traditionally favored by sophisticated investors– have become increasingly popular. Daniel Insunza dissects this complex investment strategy, as a first step for investors to understand more about hedge funds.

Since 2005, new shale gas extraction techniques have led US natural gas production to grow almost twice as fast as its consumption, creating what many now believe to be a US energy revolution. By now, many will have heard of ‘fracking’ or hydraulic fracturing, and horizontal drilling. With these techniques, natural gas, the cleanest fossil fuel, has become abundant in the US, while domestic oil production has also turned around from a previously declining trend.

The only thing constant in technology is change. Every year, new buzzwords such as mobility, cloud, big data, and social networking take center stage. As some investors latch on to new, emerging trends, it invariably brings an element of volatility and overvaluation to stock prices. While the sector today has its fair share of high-flying stocks that owe their valuations more to hype than fundamentals, they are far from representative of the technology universe. In fact, investors are more likely to uncover value in the S&P 500 Information Technology sector.

Some people invest the same way they eat–overindulging on an array of instruments that excite them. However, this approach may not give investors a well-balanced portfolio that optimizes risk and returns. Eric Tang explains how a well-diversified investment appetite can help investors achieve better results.

Building a successful family legacy involves more than just transferring wealth from one generation to the next. Chin Chin Koh looks at how family offices assist ultra-high net worth clients in their succession planning, and identifies key trends that are unique to Asia.

For over two decades, UBS Asset Servicing has been a recognized partner of choice for providing state-of-the-art infrastructure solutions to family offices, private investors, large institutional asset managers and pension funds.1 Ricardo Wenzel elaborates on asset servicing solutions that are available to clients in Asia Pacific.

The rarified world of private aviation is slowly, but surely, demystifying itself to the exclusively privileged who have come to appreciate the benefits of having their own private jet.

It’s difficult to find time for all the things that matter; your family, friends, business and investments. Life moves quickly, but so do markets –now even more globally interconnected and fast-paced than before. How can you keep up to identify new investment opportunities and capitalize on them?

Collectors, VIPs and guests from around the world mingled amongst a thrilling collection of art at the second edition of the Art Basel show in Hong Kong this May. The event marked UBS’s first year as Global Lead Partner for Art Basel in Basel, Miami Beach and Hong Kong.

From the Marlboro Man to Formula 1®, rock musicians to the Mennonites of Belize, Hannes Schmid has produced some of the most iconic images of the last century. In May, this versatile artist—whose oeuvre includes photography, film, oils, and installation projects—visited UBS at Art Basel in Hong Kong to share the secret of his success: change.