This theme addresses a question that continues to challenge investors: How can you achieve your return objectives in a low return environment? While taking a cue from the mood of the electorate, the title is meant to encourage investors to consider this question from several angles.
- Mobilize toward innovative policies. What new portfolio construction techniques and investment processes can you implement?
- Question assumptions. “Everyone” thinks it’s a low return environment. What if they’re wrong? Better yet, what can investors do to prove them wrong?
- Embrace the new. What new ideas will allow portfolios to outperform?
- Find the upside. Should a low return environment matter to long-term investors?