Greg Sharenow

Greg Sharenow, a PIMCO managing director specializing in commodity and real-asset strategies, discusses the boom in real assets. He explains how momentum and carry shape commodity trading. He covers ETF structure, futures management, gold demand, and why commodities can rally alongside stocks. He also talks about volatility, risk controls, and practical ways to gain diverse commodities exposure.

Greg Sharenow, Managing Director and Portfolio Manager at PIMCO, shares his expertise on navigating the complex world of inflation and investment. He discusses the key forces driving inflation today, emphasizing the importance of diversification in hedging against inflation risks. Greg also highlights the challenges and opportunities presented by deglobalization and fiscal stimulus. He offers insights into the historical performance of natural resource equities and the significance of long-term thinking in portfolio construction.

Greg Sharenow, leader of commodity portfolio management at PIMCO with decades in energy trading and investment. He breaks down why this Middle East supply shock is unusually large and what determines its lasting impact. He discusses refinery and infrastructure resilience, how the crisis is shifting investment priorities toward energy security and strategic stockpiles, and the implications for commodities, gas, and clean energy.