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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.

Michael Haigh

Commodities and Real Assets Economist


Dr. Haigh is an executive vice president in the London office and a commodities and real assets economist. Prior to joining PIMCO in 2023, he was global head of commodities research at Société Générale. He was previously global head of commodities research at Standard Chartered Bank, commodities researcher at K2, and U.S. head of commodities research at Société Générale. Dr. Haigh was also the associate chief economist at the Commodity Futures Trading Commission (CFTC). Previously, he was an associate professor of economics at the University of Maryland, and he has also taught courses at NYU Stern School of Business, Johns Hopkins University, and George Washington University. He has published research papers on commodity and derivative markets in the Journal of Finance, Journal of Business, Journal of Futures Markets, Journal of Applied Econometrics, and many others. He has 25 years of investment and economics/financial markets experience and holds a Ph.D. in economics from North Carolina State University.