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 Aditi Gupta Alex Petrone Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Beth MacLean Bill Smith Cathy Stahl Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Hammer David L. Braun Ed Devlin Emily Y. Au-Yeung Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Graham A. Rennison Greg E. Sharenow Harin de Silva Isaac Meng Ismael Orenstein James Moore Jamil Baz Jeff Helsing Jelle Brons Jerome M. Schneider Joachim Fels John M. Devir John R. Cavalieri Joshua Anderson Julie P. Callahan Kenneth Chambers Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Loren Sageser Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Michael Connor Michael Kim Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy 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 Wesley Chan William Martinez Yacov Arnopolin Yishan Cao
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