Filters: Filters: Reset All Filters X Download ({{cCtrl.itemsToDownload.length}}) Empty Topic/Tag Tags Reset Close Category Category Reset Economic and Market Commentary Investment Strategies Viewpoints Close Order By Order By Reset Alphabetical Most Recent Close () filters applied
In Depth Late-Cycle Check: Is Your Asset Allocation Expressing Your Views? Late-Cycle Check: Is Your Asset Allocation Expressing Your Views? As the economic expansion ages, investors should ensure their portfolios are sufficiently diversified and, importantly, aligned with their own views.
Viewpoints Why Commodity Carry May Be Higher Than You Think Why Commodity Carry May Be Higher Than You Think In commodity investing, roll yield and carry are not the same thing.
Viewpoints Commodities Outlook 2018: Still Bright Commodities Outlook 2018: Still Bright We see opportunities for investors in most commodities this year.
Nicholas J. Johnson Porfolio Manager, Commodities Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Download Print Mr. Johnson is a managing director in the Newport Beach office and a portfolio manager focusing on commodity, quantitative and multi-asset strategies. He specializes in structural risk premiums as well as overall portfolio construction, and leads the quantitative strategies portfolio management group. In 2012 he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. Prior to joining PIMCO in 2004, he was a research fellow at NASA's Jet Propulsion Laboratory, helping to develop Mars missions and new methods of autonomous navigation. He has 15 years of investment experience and holds a master’s degree in financial mathematics from the University of Chicago and an undergraduate degree from California Polytechnic State University.
