These are my key takeouts from Markets Summit 2019's Faculty of investment thinkers from around the world offering their high conviction ideas on the drivers of and outlook for the markets.

Wharton's Jeremy Siegel and Yale's Robert Shiller squared off in a recent presentation about the outlook for equity returns.

Disciples of factor-based investing need to respond to a new challenge - while factor analysis is valuable for two reasons, investors are better served by a strategy based solely on allocating to asset classes, a new study claims.

Financial pundits routinely claim that US inflation is much higher than the reported statistics. Viewed over the longer term, however, US inflation is far lower than reflected in the published data, according to economist, Dr Woody Brock.

One of the originators of CAPM, Sharpe was awarded the Nobel Prize in economics. I sat down with him to discuss retirement income planning.

Nobody is more outspokenly bearish on Japan than Kyle Bass. He recently reiterated doubts about Japan's chances of averting a debt crisis, and cast doubt on China's economy.

Overcoming the limitations of financial theory and the biases of its practitioners is difficult but not impossible - the financial equivalent of the Hippocratic oath may help...

The prevailing wisdom is that tensions with Iran have caused oil prices to rise recently. But there's
a much greater long-term threat shaping investment opportunities...

Woody is one of the world's leading economic thinkers. He view is that China is the worst case of currency manipulation in history.

PIMCO founder and co-CIO, Bill Gross, has recently appending the even drearier modifier "minus" to his "new normal" moniker. He explains why, and the implications for those building portfolios...

How should we think about risk in portfolios? I put that question to a cross-section of prominent advisers, authors and academics. Their answers encompassed diverse opinions and underscored how crucial that question is to the investment process...

Niall Ferguson, Harvard Business School professor and author of The Ascent of Money, explains his expectations for the US economy...