"I'm not a bear when it comes to things that are priced to give you double digit returns, and there's a lot of them right now," says Rob Arnott.
"Given the track record of the yield indicator, it is with great peril to ignore it," Campbell Harey wrote for Research Affiliates.
"No longer would I say that we can avoid completely a slowdown," says Cam Harvey.
"While no one stopped the music for the better part of the last 15 years, this game of macroeconomic musical chairs cannot go on forever."
"Every important disruption since the start of the industrial revolution has cost millions of people jobs," Rob Arnott said while discussing AI.
"It could start anytime given the lead time we've had already," says Cam Harvey about a recession.
"Is one consequence of a credit crunch a recession? Yes," says investing legend Rob Arnott.
Rob Arnott and Research Affiliates say a smarter and more fundamental approach to indexing should help investors beat the market long-term.
"It would be unsurprising to see a capitulation in the months ahead where the market goes to new lows," says Rob Arnott.
"Do I expect a recession? No," Cam Harvey told Insider. "Each episode is different, and this episode is just so different."
Alex Pickard of Research Affiliates says crypto investors have chosen speculation and profits over disrupting the world of finance.
Rob Arnott of Research Affiliates says value stocks could deliver annual returns of up to 10% for 10 years while bonds and other stocks offer nothing.
New research has found that companies deleted from the S&P 500 tend to outperform those added in the six months after the fact.
One investing pioneer thinks the entire electric-vehicle industry is in the midst of "big market delusion," and that Tesla's head start can't save it.
In an interview, Arnott broke down his research which found that new members of the S&P 500 index tend to win big in advance of their inclusion.
Jim Paulsen, chief investment strategist at Leuthold Group, says the decade-plus bull market will end in a "similar way" to those of the past.
Chris Brightman, chief investment officer at Research Affiliates, says this "huge disinflationary environment" isn't perpetual. Here's how to prepare.
Arnott, who pioneered an investing technique called smart beta, says value stocks look attractive in such an environment.
Cam Harvey, partner and senior advisor at Research Affiliates, sees the heightened risk of a recession as a perfect opportunity for value investors.