Greg Sharenow
This is a carousel with individual cards. Use the previous and next buttons to navigate.
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
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.
Inflation Through the Lens of History
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.
The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.