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The Strategic Case for Commodities
Viewpoints

Le ragioni strategiche a favore delle materie prime

Le ragioni strategiche a favore delle materie prime

Per la loro capacità di copertura dall’inflazione, di diversificazione nonché di rafforzamento dei rendimenti, le materie prime andrebbero considerate come una componente importante nell’allocazione di portafoglio di lungo periodo.

Growing Demand, Tight Supply Support Commodities in 2023
Commodities’ Summer of Discontent: Limited Supply Flexibility Poses Material Risks
Viewpoints

L’estate dello scontento per le materie prime: la limitata flessibilità dell’offerta pone rischi sostanziali

L’estate dello scontento per le materie prime: la limitata flessibilità dell’offerta pone rischi sostanziali

I vincoli sul lato dell’offerta delle materie prime rappresentano un rischio per l’economia globale e accrescono i rischi di coda destra per l’inflazione.

Lewis Hagedorn

Portfolio Manager, Commodities


Mr. Hagedorn is an executive vice president and commodities portfolio manager in the Newport Beach office. He has spent the entirety of his career in commodity markets, with a primary focus on agriculture. Prior to joining PIMCO in 2018, he was a proprietary trader at TrailStone Group in London, and previously worked at Citadel and Brevan Howard. Mr. Hagedorn began his career as an economist for the Chicago Board of Trade before joining J.P. Morgan, where he was head of agricultural commodities research and strategy. He has 19 years of investment experience and holds a master of science degree in agricultural economics and undergraduate degrees in economics and psychology from the University of Illinois at Urbana-Champaign.