Maleeha Bengali is CEO of MB Commodities Capital, based in London.
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But will they get greedy and let the market get too tight over the summer?
The market once again is debating between inflation and deflation.
This is the real question to ask when choosing between the 'boring' investments of yesterday and the shiny, new ones of today.
The only place to hide will be and has been commodities, as they are truly inflation protection assets.
It's on every fund manager's mind, but how big a problem will it be and will it stick around?