11:15 a.m.–12:15 p.m

Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

Robert J. Shiller
2013 Nobel Laureate in Economic Sciences
Sterling Professor of Economics, Yale University

Jeremy J. Siegel
Author, Stocks for the Long Run
Russell E. Palmer Professor of Finance, The Wharton School, University of Pennsylvania

Gillian Tett, Moderator
US Managing Editor
Financial Times

  • The strengths and pitfalls of valuation metrics
  • The cyclical, political, and behavioral sources of market and economic uncertainty
  • The outlook for markets, interest rates, and the global economy, and the effects of Trump administration policies on the markets and the global economy