“Don’t put all your eggs in one basket” is a proverb that warns against investing your whole assets in a single supply. If something were to happen to that basket, you’d lose all your eggs. When utilized to investing, this proverb immediately speaks to the value of portfolio diversification. Our equity and fixed-income analysts work intently together, pooling analysis. The blending of the varied perspectives of those two teams of analysts has enabled us to see ‘both sides of the stability sheet’. Such a course of has the potential to ship compelling funding ideas and offers our portfolio managers a broader, deeper understanding of threat.