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Plan Design in an Inflation‑Sensitive World
by Greg E. Sharenow, Alison Schiraldi, Georgi Popov of PIMCO, 12/8/22

A multi-real-asset strategy may help plan participants preserve and grow purchasing power, enhance portfolio diversification, and mitigate inflation risks.

Release Oil from the SPR? Better to Take the Long View
by Greg E. Sharenow and Mihir P. Worah of PIMCO, 4/20/12
A temporary release aimed at influencing short-term prices could actually send an unintended bullish signal to the market that long-term spare capacity in OPEC producers is insufficient to meet supply losses. After the release of oil from the SPR in 2011 prices initially fell by 7%, but quickly rebounded as the market priced in the challenge of redelivering the oil to the SPR in the future. With few options, governments have limited ability to influence oil prices and so should focus instead on policies that impact the medium to long term.

Playing 'What If?' with Oil Prices and a Potential Strike on Iranian Nuclear Facilities
by Greg E. Sharenow of PIMCO, 11/29/11
The impact of a major disruption in the supply of oil from Iran would depend on the IEAs intervention, the duration and the degree to which any attack might be a surprise. The market has less cushion than it did earlier this year due to production outages and relatively strong non-OECD demand, leading to sharp draws on inventories. Excess capacity is virtually exhausted and we doubt other OPEC nations would be able to compensate for a reduction in Iranian oil production. In light of these possible price spikes, investors should evaluate how their portfolios might be affected by inflation.
3 results found.