This video provides an introduction to the actively managed USequity and fixed income strategy run by equity specialists Marc Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayur Saigal.

Topics covered include:

  • A simple, dynamic equity and bond strategy
  • An analyst at heart?
  • Dealing with the 2007 financial crisis
  • Why choose active over passive?

The Balanced strategy has outperformed its internally calculated benchmark (55% S&P 500 Index and 45% Bloomberg Barclays US Aggregate Bond Index) since strategy inception, to 31 December 2017.