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Blog March May Matter More for Investors Watching U.S. Primaries March May Matter More for Investors Watching U.S. Primaries We think investors should not extrapolate too much from who wins the early contests, including Iowa.
Blog Year-End Tailwind: De-Escalating Policy Risks Year-End Tailwind: De-Escalating Policy Risks The U.S.-China trade deal is one of three diminishing policy risks, but investors shouldn’t assume that all policy uncertainty has been eliminated.
Blog U.S.−China Trade Deal: A Temporary Reprieve U.S.−China Trade Deal: A Temporary Reprieve Without pouring water on the “love fest,” we contend that the deal struck between China and the U.S. leaves much to be desired.
Blog Impeachment Could Be Both Bad News and Good News for Trade Policy Impeachment Could Be Both Bad News and Good News for Trade Policy We believe the impeachment inquiry could have an adverse impact on the ongoing U.S.–China trade conflict, but there may be a silver lining for NAFTA 2.0.
Blog Trade Tension Flare-Up: Not So Surprising Trade Tension Flare-Up: Not So Surprising The U.S. has been officially engaged in trade talks with China since March 2018 and has had very few tangible results.
Libby Cantrill Executive Office, Public Policy Ms. Cantrill is a managing director and the head of public policy for PIMCO. In her role, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 16 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations.
