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Michael Haigh

Commodities and Real Assets Economist
Dr. Haigh is an executive vice president in the London office and a commodities and real assets economist. Prior to joining PIMCO in 2023, he was global head of commodities research at Société Générale. He was previously global head of commodities research at Standard Chartered Bank, commodities researcher at K2, and U.S. head of commodities research at Société Générale. Dr. Haigh was also the associate chief economist at the Commodity Futures Trading Commission (CFTC). Previously, he was an associate professor of economics at the University of Maryland, and he has also taught courses at NYU Stern School of Business, Johns Hopkins University, and George Washington University. He has published research papers on commodity and derivative markets in the Journal of Finance, Journal of Business, Journal of Futures Markets, Journal of Applied Econometrics, and many others. He has 26 years of investment and economics/financial markets experience and holds a Ph.D. in economics from North Carolina State University.

OPEC+ strategies and geopolitical tensions could roil markets.


Commodities stand to benefit from underinvestment and the clean energy transition.


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.

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