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 24 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
Blog
2023/08/10
Commodities stand to benefit from underinvestment and the clean energy transition.
Viewpoints
2023/06/07
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
2023/02/07
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
Blog
2022/09/21
The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.
What Rising Geopolitical Risks Mean for Commodities
2022/02/24
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
2022/02/23
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.