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PIMCO Blog Oil Sell-Off Sparks Investment Opportunities Oil Sell-Off Sparks Investment Opportunities Demand concerns, trade tensions, and strong implied U.S. production are driving an oil sell-off, much like in fourth-quarter 2018, but the complicated backdrop may create investment opportunities.
Viewpoints Tapping Opportunity in Oil and Gas Infrastructure Tapping Opportunity in Oil and Gas Infrastructure With rising infrastructure demand and stronger fundamentals, we believe midstream energy looks compelling today.
PIMCO Blog What OPEC’s ‘Third Way’ Means for Investors What OPEC’s ‘Third Way’ Means for Investors The OPEC agreement seeks to limit the market imbalance and stem the recent price decline while not driving prices substantially higher.
PIMCO Blog Oil Hits Multiyear Highs on Renewed Iran Sanctions: What Investors Should Watch Oil Hits Multiyear Highs on Renewed Iran Sanctions: What Investors Should Watch While we believe investors can expect a hawkish policy stance to keep supporting prices, the possible extension of waivers could drive the price trajectory.
PIMCO Blog After OPEC Meetings, We See a Constructive Backdrop for Oil After OPEC Meetings, We See a Constructive Backdrop for Oil Our base case is that oil balances remain tight and that prices realized exceed what the futures market is indicating.
Greg E. Sharenow Portfolio Manager, Real Assets Share Add Download Print Mr. Sharenow is a managing director and portfolio manager in the Newport Beach office, focusing on commodities and real assets. He also co-manages PIMCO’s Energy and Tactical Credit Opportunities fund. Prior to joining PIMCO in 2011, he was an energy trader at Hess Energy Trading, Goldman Sachs, and DE Shaw. Mr. Sharenow was previously senior energy economist at Goldman Sachs. He has 19 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. Mr. Sharenow is an adjunct research scholar in the Center on Global Energy Policy (CGEP) of Columbia University’s School of International and Public Affairs (SIPA).
