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3 results found.

Carbon Cap‑and‑Trade: We See a Compelling Opportunity
by Nicholas Johnson, Klaus Thuerbach of PIMCO, 12/21/21

We see attractive investment opportunities in California’s cap-and-trade carbon emissions market.

Why Commodity Carry May Be Higher Than You Think
by Nicholas Johnson, Klaus Thuerbach of PIMCO, 8/24/18

In commodity investing, roll yield and carry are not the same thing.

Commodity Investing: A New Take on Equities Versus Futures
by Nicholas Johnson, Klaus Thuerbach of PIMCO, 7/6/16
A combination of commodity futures and broad stocks seems to provide better return per unit of risk than natural resource equities.
3 results found.