The Companies and Markets show: Rethinking asset allocation
About this episode
The latest episode of the Companies and Markets show! First up this week, James Norrington asks whether a different risk modelling approach can improve upon the 60/40 portfolio (and you read his feature on the matter here).
Next up is an interrogation of the slightly more positive markets - is the rally convincing?
And finally, food and ingredient producers Treatt, Cranswick, and Devro are under the microscrope.
Dan Jones is joined by Alex Newman, James Norrington, and Mark Robinson.
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