Material Matters: Digging into Commodities

20 Feb 2026 · 33 min

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From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and where the biggest opportunities and risks now lie. Greg Sharenow, Head of Commodities at PIMCO sits down with Ryan Blute, head of PIMCO’s global wealth management business in EMEA, to dig into the commodities complex. • The role commodities can play in a diversified portfolio • What’s behind the rally in gold - and why silver is a poor substitute • Key macro drivers shaping commodities over the…

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PIMCO Fixing Your Interest

PIMCO · Business · English

In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens. Your European lens on global change.

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