I'll let Daniel jump in because that's his area of expertise, but I will tell you that we do expect for the next few years that it's going to be a very low growth, low return environment, and the way to address that is to have diversification. We have the benefit of being able to invest in asset classes that for the time being give us better returns, whether it's infrastructure or real estate, and we need to make sure that we have the proper diversification. Where we're going to be able to generate return is in asset allocation, and we will determine what percentage of our assets in which asset classes.
On June 7th, 2016. See this statement in context.