12.12.2008 Opalesque Exclusive: As commodity ETFs see an inflow of assets and hedge funds look for the next place to allocate, will the commodity bubble surface again?

From Kirsten Bischoff, Opalesque New York: At the end of November Bloomberg.com reported that hedge funds have raised their cash holdings to an average of 31% of assets from 7% in the previous two years (Source). Expectations for hedge fund redemptions now continue into the first quarter of 2009, but when managers decide to exit cash positions and enter back into the market, where will they loo

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