Commodity hedge funds have had a record first half, but it’s unlikely the second half will see the same kind of performance, that’s according to Barclays’ commodities research analyst Kevin Norris. Commodity funds have reported record inflows this year. Inflows into commodities now total $51 billion year-to-date the strongest since 2009 (only by $1 billion) when commodity assets were at the start of a three-year boom. However, while every month so far this year has seen inflows into commodity investments overall, flows slowed during July as it seems that investors are now looking to take profits. Norris makes the point...