Fixed income continues to play a crucial role in portfolios, diversifying equity risk—and active management across the array of fixed income assets can help maximize returns in a low-yield environment.

Distinguishing between the short-term dislocations that emerged in the first half of 2020, and the longer-term, more structural impacts to the market is key to investing in today’s markets.

Building resiliency into equity and credit allocations is a matter of focusing return drivers. Geraldine Sundstrom and Erin Browne explain how we’re focused on growth as the driver of returns in equities, and solvency in credit.