Securing the future

Over the last two years,investors have experienced considerable insecurity about the outlook for economies and financial markets. At the briefing, we reflected upon the events of those two years, we considered the lessons that might be learned from the economic and financial-market turmoil that we have witnessed and we explored how investors might secure their futures most successfully.

We covered the performance of our various strategies, with a particular focus upon the importance of managing portfolio risk as well as seeking returns. We explained how we are using our evolving investment themes to understand how the world is changing and, in particular, we looked in some detail at our security theme and the investment opportunities that it helps us to identify. We also debated the respective merits of real-return and benchmark-aware approaches in seeking to secure investors' futures.

If you joined us in November, I hope that you will find this report a useful précis of the presentations you heard. If you were not able to be there, I hope that you enjoy reading about the topics that we covered. All of the presentations were videoed and are available to view at  www.newton.co.uk/securing the future.