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Blog Supply Chain Crisis: Disruption Should Lead to Greater Diversification Supply Chain Crisis: Disruption Should Lead to Greater Diversification Supply chains set to become less dependent on China over time.
Viewpoints Three Disruptive Trends Set to Transform the Auto Industry Three Disruptive Trends Set to Transform the Auto Industry Disruptions should lead to opportunities for investors who can identify the likely winners and losers.
Economic and Market Commentary Third-Quarter Earnings Eased Market Fears, But Will the Reprieve Last? Third-Quarter Earnings Eased Market Fears, But Will the Reprieve Last? Equity and credit markets have thus far taken lackluster earnings results and lower expectations in stride, but we think this could change if confidence readings drop further.
Blog Credit Versus Equities: Idiosyncratic Stories Call For a Thoughtful Approach Credit Versus Equities: Idiosyncratic Stories Call For a Thoughtful Approach While slower earnings growth is a broad headwind for both corporate debt and equities, it also tends to increase performance dispersion.
Viewpoints Falling Angels? Credit Market Risks and Opportunities Falling Angels? Credit Market Risks and Opportunities We believe the spotlight on the burgeoning BBB credit market has diverted attention from the risks in the smaller single-A market.
Lillian Lin Portfolio Manager, Investment Grade Credit Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Lin is a senior vice president and investment grade portfolio manager in the Newport Beach office. She is a member of PIMCO’s Americas portfolio committee, a rotating member of the emerging markets portfolio committee (EMPC), and serves on the PIMCO Women Steering Committee. Prior to joining PIMCO in 2014, she worked in fixed income portfolio analysis at Harvard Management Company and was a FICC (fixed income, commodities and currencies) derivatives trader at UBS. She was named a Rising Star at Markets Media's 2020 Women in Finance Awards. She holds an MBA from MIT Sloan School of Management and an undergraduate degree from Peking University with a major in mathematics and a minor in economics.
