By Nicholas J. Johnson | Aug 24, 2020 Gold Still Shines Bright Despite reaching record highs earlier this month, gold remains attractively valued, according to our framework.
By Nicholas J. Johnson | Jul 27, 2018 Gold Outlook Brightens Ultimately, we think the sell-off will prove transient and that the relationship of real yields to gold observed over the past decade will prevail.
By Greg E. Sharenow, Nicholas J. Johnson | Jun 27, 2018 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.
By Nicholas J. Johnson | Nov 27, 2017 Charting Opportunity in ‘Backwardated’ Oil Markets What does backwardation in the oil futures curve mean for commodity investors?
By Ray Huang, Nicholas J. Johnson | Nov 09, 2017 At Least One Type of Equities Is Still Undervalued: REITs REIT valuations are looking attractive relative to other liquid financial assets.
By Nicholas J. Johnson, Andrew DeWitt | Oct 04, 2017 Oil Market Shifts From Contango to Backwardation: Implications for Investors The pivot to backwardation is notable for investors for three key reasons.
By Nicholas J. Johnson | Mar 11, 2016 Why Gold Looks Rich Gold is at the highest level in more than two years; will it continue to shine?
By Nicholas J. Johnson | Oct 07, 2015 Global Commodities: Price Stability Ahead In this video, Portfolio Manager Nicholas Johnson explains our outlook for greater stability for most commodities – and upside potential for oil and gas.
By Nicholas J. Johnson | Apr 07, 2015 Gold’s Tarnished Reputation While 25 central banks around the world are easing monetary policy, debates about competitive devaluation and currency wars are reigniting. Yet gold prices remain at the lows of the last five years. What gives?
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Aaditya Thakur Allison Boxer Andrew Balls Andrew Bosomworth Andrew T. Wittkop Anmol Sinha Beth MacLean Carol Liao Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Fisher David Hammer David L. Braun Del Anderson Ed Devlin Emily Y. Au-Yeung Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Isaac Meng Ismael Orenstein James Moore Jamil Baz Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John R. Cavalieri Joshua Anderson Julie P. Callahan Kate Lehrkind Kenneth Chambers Ketish Pothalingam Konstantin Veit Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Michael Connor Mike Amey Mike Cudzil Mohsen Fahmi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ran Duan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Stephen Chang Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva William Martinez Yacov Arnopolin Yishan Cao
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