At the risk of oversimplifying things, if there's one thing that we had to pick, it would be diversification: looking not only at diversification in terms of emerging and developed markets but also at diversification in terms of a broad range of asset classes, from private assets to public markets to real assets such as infrastructure, ports and toll roads.
Part of the benefit of having the scale that we have and the sheer size of the fund is that we can access things that very few investors around the world can access.