Experts
Libby Cantrill
U.S. Public Policy
Ms. Cantrill is head of U.S. public policy and a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive Committee and is a founding member of PIMCO Families 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 19 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 and sits on the boards of Covenant House New York and the Securities Industry and Financial Markets Association ("SIFMA").
Blog
23/05/2023
We remain constructive on a deal coming together in time to avert a default on U.S. debt, though we expect continued drama in the very near term.
Viewpoints
27/04/2023
Debt ceiling concerns are rippling through financial markets. We discuss the potential risks and opportunities for investors.
Viewpoints
31/01/2023
We believe Congress will reach an agreement before the debt limit is reached, but markets could face turbulence later this year.
Blog
17/11/2022
A split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets.
U.S. Mid-Term Election Outlook
07/10/2022
Libby Cantrill, head of public policy, discusses the current U.S. political environment, how we think the mid-term elections are likely to go, and what it could mean for fiscal policy and the markets.
Blog
02/06/2022
The Biden administration faces rampant inflation in the U.S. but has limited tools to stem the rise in gas and grocery prices.
Blog
30/08/2021
While Congress makes progress on infrastructure legislation, the specter of another debt-ceiling showdown gives investors cause for concern.
Blog
08/07/2021
A bipartisan deal on infrastructure spending would likely be followed by a separate partisan deal funded by tax increases.
Blog
30/06/2021
Leveraged loan issuers have lagged other fixed income market issuers in moving to SOFR as a reference rate, posing potential risks to investors as the year-end deadline approaches.