Head of Multi-Asset Funds
With failed football dreams behind him, John applies the same level of enthusiasm to investing, with more success (fortunately). When not suited and booted, his outside interests are almost exclusively football, craft beer and reading about how the brain works.
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?
By John Roe - April 12, 2018 4 mins
The UK inflation-linked government bond ('linker') market is dominated by vast UK defined benefit pension schemes. Derisking by schemes tends to increase demand for linkers as equity prices rise, pushing up their prices. For multi-asset investors seeking diversification, that could make them less attractive to buy.
By John Roe - March 20, 2018 2 mins
Market volatility has picked up, but as multi-asset investors we must be careful about derisking too much or too often. Otherwise we risk missing out on upside for our portfolios. Given cyclical inflation pressures and quantitative tightening, the risks are higher in 2018, but as long as we remain confident in the fundamentals we'll remain invested and try to dance to this different tune.
By John Roe - February 20, 2018 3 mins
Unlike their US or Eurozone counterparts, UK pension funds will readily pay quite a premium for inflation protection. However, that premium is relatively unattractive for multi-asset investors, who we think can find better ways to manage UK and global inflation risks.
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