Much has been written about the challenge of generating returns when yields and risk premia are relatively low. It is, however, just as important for investors to recognize the many sources of economic and political fragility in an environment in which we may be reaching the limits of monetary policy effectiveness. Investors are therefore compelled to consider a wide range of possible futures and to build portfolios that are likely to be resilient to a range of scenarios.
In response to this challenging set of circumstances, investors need to look both inward and outward. Looking inward, investors should seek to identify any characteristics of their approach, objectives or circumstances that might provide a competitive edge or raise the importance of certain categories of risk. Looking outward, investors can then seek to build a portfolio of assets and strategies that maximizes their specific advantages and improves the likelihood of meeting their long-term objectives while managing the risk of capital impairment.
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David Rowan is editor of WIRED's UK edition, the award-winning technology-and-innovations magazine that stays ahead of the trends re-shaping the world we live in. He's taken 120 flights in the past year to investigate the companies and entrepreneurs transforming our world, for example spending time with the founders of Google, WhatsApp, Spotify, LinkedIn, Nest and hundreds of other disruptive start-ups from Tel Aviv to Shenzhen.
David has interviewed personalities and influencers from will.i.am to Zaha Hadid and David Cameron. He has keynoted on technology, business and innovation themes all over the world, and has chaired high-profile events for the UK and French governments, Google Zeitgeist and TED Global, as well as for leading international financial services institutions and Fortune 100 businesses.