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?