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Viewpoints Preparing Portfolios for Resilience Against Inflation Surprises Preparing Portfolios for Resilience Against Inflation Surprises Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.
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.
In Depth Commodity Investing: A New Take on Equities Versus Futures Commodity Investing: A New Take on Equities Versus Futures A combination of commodity futures and broad stocks seems to provide better return per unit of risk than natural resource equities.
Featured Solutions Commodities Remain a Valuable Portfolio Allocation Commodities Remain a Valuable Portfolio Allocation While the last few years of commodity returns are not an aberration, they are also not the norm.
Klaus Thuerbach Product Strategist, Liquid Real Assets Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Thuerbach is a senior vice president and product strategist in the Newport Beach office, focusing on liquid real assets. In addition, he has responsibility for PIMCO’s target date offerings. Prior to joining PIMCO in 2012, he was a relationship manager at Bankhaus Metzler in Germany. Previously, he worked for the commingled funds group at Wellington Management Company in Boston and London. He has 13 years of investment experience and holds an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar. He received undergraduate degrees in international business from Northeastern University, Boston and ESB Reutlingen, Germany.
