Ultra-low interest rates and QE have offset the deflationary forces of debt deleveraging. The challenge policy makers face is when to withdraw the stimulus to avert inflation.

Breaking Unconventional Monetary Policy (B.U.M.P.) and it's impact on global financial stability is the key risk for the foreseeable future.

In a Great Escape world, ignoring the index and actively seeking growth investments regardless of size or weightings is more important than ever.

The ability to pick inflection points in markets as well as deploying TAA across credit will be the key ingredient going forward.

Short-term rates are likely to remain low for a prolonged period of time. Investors will still need to source yield, they'll simply have to be more creative to find it.

After a half decade of weakness, robust growth in the US and UK is setting the stage for unconventional monetary policies to be unwound.

There is no doubt that some countries are better placed than others in The Great Escape. In fact, Australia and NZ have the chance to be rock star economies of the 21st century.

If the US and China prove to be prescient and 'ahead of the curve', financial markets will flourish; if they dawdle, we'll see yet another boom and bust cycle that ends in tears.

Most of the world will see an improvement in economic growth this year. Equities are by far the most attractive asset class - but they will be much more volatile.

Today's long period of very easy money and very low yields has distorted the financial system. This will cause unintended consequences in the near future as QE ends.

The thought-provoking (and entertaining) introduction to Markets Summit 2014 - The Great Escape - What will markets be like in the QE runout?

My bottom line for 2014 is that investors should be overweight global equities, underweight bonds. My biggest call? China's stockmarket could be the best performing.

A year ago, the world was salivating at the prospect of current account deficits in the developing world. Now, it's terrified. It's a terrific investment opportunity.

What's a very good long-term return from equity markets? What's fair? Take for example, Sigma Pharmaceuticals.

Efficient market theory claims you can't beat the market. Seductive as it is, this claim is incorrect, as research makes clear.

It's now time to start looking into alternatives to equities and bonds.

Three key shock risks will affect investors over the next decade, requiring a real difference in how we construct portfolios for retirement.

What makes this cycle so different? Five reasons - two are quite conventional, three are not. With proper economic policies, good times could lie ahead for the West.

The recent Jackson Hole Federal Reserve Conference was my 10th or 11th. I saw a fascinating disconnect between policymakers and the markets.

I'm used to being alone and against consensus. I believe the next decade is going to see the strongest level of global economic growth anyone today has seen.