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Filter By: Section Investment Strategies Viewpoints Date 2022 2021 2020 Order By Alphabetical Most Recent
Featured Solutions Carbon Cap-and-Trade: We See a Compelling Opportunity Carbon Cap-and-Trade: We See a Compelling Opportunity We see attractive investment opportunities in California’s cap-and-trade carbon emissions market.
Viewpoints A Framework for Sizing Real Assets to Manage Inflation Risks A Framework for Sizing Real Assets to Manage Inflation Risks Inflation is a hot topic among investors. We believe a framework for sizing real asset allocations can help mitigate the effects of inflation on a portfolio.
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.
Nicholas J. Johnson Portfolio Manager, Commodities Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Johnson is a managing director in the Newport Beach office and a portfolio manager focusing on commodity and multi-asset strategies. He specializes in structural risk premiums as well as overall portfolio construction, and leads the commodity 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 17 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.
