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Growing Demand, Tight Supply Support Commodities in 2023
Viewpoints

Crescita della domanda e offerta limitata supportano le materie prime nel 2023

Crescita della domanda e offerta limitata supportano le materie prime nel 2023

Nonostante gli ostacoli sul versante macroeconomico, i mercati delle materie prime potrebbero offrire interessante potenziale di rendimento quest’anno alla luce delle persistenti limitazioni sul lato dell’offerta e della riapertura della Cina.

Jennifer Ziehe

Strategist, Real Return


Ms. Ziehe is a senior vice president and strategist in the Newport Beach office, focusing on liquid real asset solutions with a specialty in commodity strategies. Prior to joining PIMCO in 2022, she held roles in sell-side quantitative and macro strategy research, investment banking, product and business development, and strategy consulting. She was with the Chicago Mercantile Exchange (CME) for five years, specializing in buy-side application of listed and over-the-counter derivatives and leading investor education initiatives for commodity and managed futures strategies. She has 20 years of investment and financial services experience and holds a double bachelor's of business administration degree in finance and international business from Georgetown University’s McDonough School of Business. She holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.