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Experts

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Nicholas J. Johnson
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Mr. Johnson is a managing director in the Newport Beach office and a portfolio manager focusing on commodities and multi-asset portfolios. He joined PIMCO in 2004 and managed the portfolio analyst group prior to joining the portfolio management team in 2007. He specializes in structural risk premiums as well as overall portfolio construction. In 2012 he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. Prior to joining PIMCO in 2004, he was a research fellow at NASA's Jet Propulsion Laboratory, helping to develop Mars missions and new methods of autonomous navigation. He has 12 years of investment experience and holds a master’s degree in financial mathematics from the University of Chicago and an undergraduate degree from California Polytechnic State University.

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Latest Insights

May 2017 Selecting the Optimal Investment Universe in Managed Futures
In managed futures strategies, a larger investment universe is not always better for investors.
July 2016 Commodity Investing: A New Take on Equities Versus Futures​​​
​​A combination of commodity futures and broad stocks seems to provide better return per unit of risk than natural resource equities.
June 2016 Finding a Real Return With REITs​​
Why REITs are attractive: stable earnings plus transparency, specialization and liquidity
January 2015 Commodity Outlook 2015: Watching the Supply Response Across Markets​
We expect a year of relatively flat returns in commodities.​
July 2014 Adding Value With Commodity Alpha Capabilities
We believe recent market dynamics are signaling a favorable shift for commodities.
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