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Blog The Crude Calculus: Predicting Oil’s Next Moves Amid Global Uncertainties The Crude Calculus: Predicting Oil’s Next Moves Amid Global Uncertainties OPEC+ strategies and geopolitical tensions could roil markets.
Blog Real Assets: Bolstering Portfolios as Inflation Lingers Real Assets: Bolstering Portfolios as Inflation Lingers Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.
Blog COP28: Climate Issues Share Center Stage With Oil and Gas COP28: Climate Issues Share Center Stage With Oil and Gas There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil
Blog Why Now May Be a Good Time to Invest in Commodities Why Now May Be a Good Time to Invest in Commodities Commodities stand to benefit from underinvestment and the clean energy transition.
Viewpoints The Strategic Case for Commodities 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.
Greg E. Sharenow Portfolio Manager, Commodities and Real Assets Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Sharenow is a managing director and portfolio manager in the Newport Beach office, focusing on commodities, real assets, and inflation solutions. He leads PIMCO’s commodity portfolio management group. He also co-manages PIMCO’s Energy and Tactical Credit Opportunities strategy. Prior to joining PIMCO in 2011, he was an energy trader at Hess Energy Trading, Goldman Sachs, and DE Shaw. He was previously senior energy economist at Goldman Sachs. His co-authored article, “Beating Benchmarks,” won the Second Annual Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article after it was published in the Journal of Portfolio Management. He has 25 years of investment and financial services experience and holds bachelor's degrees in mathematical methods in the social sciences and in economics from Northwestern University. He is a member of the Council on Foreign Relations.