Experts
Greg Sharenow
Portfolio Manager, Commodities and Real Assets
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 23 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.
Latest Insights
What Rising Geopolitical Risks Mean for Commodities
24 February 2022
The escalation between Russia, Ukraine and the West has implications not just for energy, but for other commodities as well. Get our point of view on the fluid situation with Greg Sharenow, Head of Commodities, in this View From the Trade Floor.
Viewpoints
Supply-side constraints on commodities pose risk to the global economy and elevate right tail risks to inflation.
Viewpoints
Higher energy prices may prompt more investment in energy transition technologies, but we expect periods of volatility and vulnerability along the path to a greener future.
Blog
Demand concerns, trade tensions, and strong implied U.S. production are driving an oil sell-off, much like in fourth-quarter 2018, but the complicated backdrop may create investment opportunities.
Blog
Continued tight crude balances could be the bigger surprise to the market.
Blog
The recent surge in oil and natural gas prices highlights the interconnected nature of energy markets, as well as the complexities of transitioning away from fossil fuels.
Blog
Commodities appear attractive amid elevated inflation, lingering supply-demand imbalances and high roll yields
Blog
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.
Blog
The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.
Viewpoints
07 February 2023
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.