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. 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 26 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

Macro Signposts

Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Accrued Interest

A Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex

We didn't rename the podcast… we're just drilling into commodities this episode, and for good reason. Few asset classes sit at the center of so many disruptive forces right now.

Economic and Market Commentary

After the Gold Rush: The Strategic Role of Commodities in Portfolios

Investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.

Accrued Interest

From Gold to Gigawatts: Unpacking Today’s Commodity Markets

Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives.

PM Chartbook

Charting Commodity Markets With Greg Sharenow

Greg Sharenow, managing director and portfolio manager, charts the continued resilience of commodities and their low correlation with stocks and bonds amid recent geopolitical shocks, underscoring their strength as portfolio diversifiers.

Investment Strategies

The Case for Broad Basket Commodities

Discover why a diversified, broad basket commodities strategy may offer a more comprehensive solution compared to single commodity allocations like gold. As one of the largest U.S. broad basket commodities managers, according to Morningstar, PIMCO provides expertise in seeking to maximize potential returns, hedge against inflation, and diversify investment portfolios.