Released two weeks ago for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Amrita Sen sat down with Greg Sharenow, Managing Director and Portfolio Management Group Leader at PIMCO. 

The key points of discussion were: 

• Uncertainty driven by US government policies is creating opportunities and challenges, but portfolio diversification discussions, particularly in Asia, continue. 
• Asian investors exhibit caution, not yet divesting from the US, though some perceive the US as less investible than in the past. 
• PIMCO has cut global growth forecasts with survey data already indicating a sharp slowdown. Their key focus is now on high-frequency demand data for jet fuel, diesel and other commodities. 
• Despite prevailing uncertainties, this period is considered more favourable for investing in commodities compared to 2020 and 2022, as volatility is more contained. 

Podcast recorded on 1 May 2025

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