Greg Sharenow
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The Case for Broad Basket Commodities
Discover why a diversified, broad basket commodities strategy may offer a more comprehensive solution compared to single commodity allocations like gold. As one of the largest U.S. broad basket commodities managers, according to Morningstar, PIMCO provides expertise in seeking to maximize potential returns, hedge against inflation, and diversify investment portfolios.
OPEC+ strategies and geopolitical tensions could roil markets.
Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.
There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil
Commodities stand to benefit from underinvestment and the clean energy transition.
The Strategic Case for Commodities
With their ability to act as an inflation hedge, diversifier and return enhancer, commodities should be considered an important portfolio allocation over the long term.
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
Economic uncertainty can make it challenging to protect investments against inflation. Learn why using a range of real assets, like TIPS and commodities, may provide extra diversification benefits to a 60/40 portfolio.
The OPEC+ plan to curb oil production complicates the global economic, inflation, and geopolitical outlook and will likely lead to higher prices for key commodities.