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Blog Semiconductors: A Less Cyclical Future Semiconductors: A Less Cyclical Future The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Blog Russia-Ukraine Ramifications: Not All Trade Is Created Equal Russia-Ukraine Ramifications: Not All Trade Is Created Equal The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
Tania Bachmann Equity Research Analyst Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Bachmann is a vice president and equity research analyst on the asset allocation team in the London office, covering semiconductor and industrial firms and companies exposed to green and digital transformation themes. She contributes to the analysis, construction, and management of PIMCO's asset allocation portfolios. She is a member of the European portfolio committee and part of the macro research group supporting the Americas portfolio committee. Prior to joining PIMCO in 2017, Ms. Bachmann held internships at Deutsche Bank, Credit Agricole, and Goldman Sachs, primarily in rates trading. She has seven years of investment experience and holds a master's degree in finance from the EDHEC Business School in France.