11.10.2007 Opalesque Exclusive: Macro views part 2 - The Bedrock plays
From Benedicte Gravrand, Geneva: Opalesque continues the conversation with Sandy Koifman, managing partner at the London and Geneva-based Bedrock Group. This is a follow-up of yesterday’s article on the Bedrock Global Themes Fund: Opalesque Exclusive: Emerging market, energy rock Bedrock Global Themes fund (up 7.3% in September), Macro views (part 1), here.

Commodities theme: benefiting f

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