Strategist, Real Return
Ms. Ziehe is a senior vice president and strategist in the Newport Beach office, focusing on liquid real asset solutions with a specialty in commodity strategies. Prior to joining PIMCO in 2022, she held roles in sell-side quantitative and macro strategy research, investment banking, product and business development, and strategy consulting. She was with the Chicago Mercantile Exchange (CME) for five years, specializing in buy-side application of listed and over-the-counter derivatives and leading investor education initiatives for commodity and managed futures strategies. She has 20 years of investment and financial services experience and holds a double bachelor's of business administration degree in finance and international business from Georgetown University’s McDonough School of Business. She holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.