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 - July 27, 2018 3 mins
With the European Central Bank spelling out monetary policy for the next eighteen months, they could be a victim of developments elsewhere. Against a backdrop of slowing Eurozone growth and lacklustre inflation, the US seems likely to hike several times and increase Treasury supply by over $1 trillion, potentially tightening global credit conditions significantly and leaving Europe exposed.
By John Roe - June 06, 2018 3 mins
The long-end of the US yield curve is at its flattest for over a decade, risking distortions in the economy as the Fed raises rates. If this continues, at what point will the central bank get its dancing shoes on and consider Operation 'Twist Again'?
By John Roe - May 25, 2018 10 mins
The new political paradigm has thrown up another populist government in Italy, threatening the European project. Meanwhile in the US, could "Operation Twist Again" come into play as investors stress about ever-flatter yield curves?