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Knowing the unknowns is important says Crazon Capital

Corazon Capital chairman Ian Morley believes the only thing that goes up in a down market is the correlation of the non-correlated assets of a portfolio. In a critique of the current investment environment, Morley was scathing about the "beta providers…

Commodities key to portfolio diversification

Shaun Port, chief investment officer at Fitzwilliam Asset Management, is passionate about commodities. He has been running multi-managers since 1995 and multi-strategy funds since 2003. Commodities, he believes, should be an essential part of any…

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