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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.
Viewpoints Growing Demand, Tight Supply Support Commodities in 2023 Growing Demand, Tight Supply Support Commodities in 2023 Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
Blog California Climate Bills Should Support Carbon Prices California Climate Bills Should Support Carbon Prices The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.
Viewpoints Commodities’ Summer of Discontent: Limited Supply Flexibility Poses Material Risks Commodities’ Summer of Discontent: Limited Supply Flexibility Poses Material Risks Supply-side constraints on commodities pose risk to the global economy and elevate right tail risks to inflation.
Lewis Hagedorn Portfolio Manager, Commodities Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Hagedorn is an executive vice president and commodities portfolio manager in the Newport Beach office. He has spent the entirety of his career in commodity markets, with a primary focus on agriculture. Prior to joining PIMCO in 2018, he was a proprietary trader at TrailStone Group in London, and previously worked at Citadel and Brevan Howard. Mr. Hagedorn began his career as an economist for the Chicago Board of Trade before joining J.P. Morgan, where he was head of agricultural commodities research and strategy. He has 20 years of investment experience and holds a master of science degree in agricultural economics and undergraduate degrees in economics and psychology from the University of Illinois at Urbana-Champaign.