Material Matters: Digging into Commodities

From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and where the biggest opportunities and risks now lie. Greg Sharenow, Head of Commodities at PIMCO sits down with Ryan Blute, head of PIMCO’s global wealth management business in EMEA, to dig into the commodities complex. • The role commodities can play in a diversified portfolio • What’s behind the rally in gold - and why silver is a poor substitute • Key macro drivers shaping commodities over the coming years • How to think about the fair value of oil • Why copper may be one of the most compelling multi year opportunities Discover how PIMCO is navigating the shifting commodities landscape and where the next big moves might emerge. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures