Head of Multi-Asset Funds
With failed football dreams behind him, John applies the same level of enthusiasm to investing and how to improve outcomes by battling behavioural biases. He leads on oil research, but also gets involved in a wide range of macro topics. That love of variety also explains his craft beer fascination. Hard to shut up, he’s a regular guest on Bloomberg, a conference speaker and an LGIM Director. His analytical thinking benefits from being an Actuary with an economics degree and having previously worked as a strategist at RBS.
By John Roe - September 18, 2018 18 mins
Understanding how the mind can help or hinder investment success is a cornerstone of fund management and helps me in everyday life too. One of my idols, Daniel Kahneman, said the aim should be to make it part of everyday chats, so we've recorded an episode for our podcast where we try to do just that.
By John Roe - August 30, 2018 4 mins
With US inflation picking up much more slowly than expected in recent years, markets seem to be ignoring the cyclical risks. We think that's a mistake and one that could come back to bite investors. Here's a chance to find out why and what we're doing about it...
By John Roe - August 13, 2018 3 mins
The temperature's roasting and the Turkish economy is under the spotlight. With President Erdoğan fighting financial markets, the contagion is spreading fast. So which parts are overdone and are there any tempting morsels worth trying? Here are our latest thoughts from Bloomberg TV.