John Roe

Head of Multi-Asset Funds

John Roe
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.

Other articles by John Roe

What will the Bank of England do next?
Markets and economics

What will the Bank of England do next?

We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of Engla...
By John RoeHetal Mehta
09 Aug 2022
3 min read
From a rock to a hard place: forget inflation, growth is now the big fear
John Roe
Markets and economics

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growt...
By John Roe
08 Jul 2022
3 min read
Allocations for inflation (part 2): the right questions
John Roe
Investment strategy

Allocations for inflation (part 2): the right questions

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right...
By John Roe
16 Mar 2022
5 min read
Ukraine conflict: finding the energy
Investment strategy

Ukraine conflict: finding the energy

In the third blog in our series on the crisis in Ukraine, we examine the effect on the European...
By John RoeColin Reedie
02 Mar 2022
4 min read
From Ukraine to inflation: prepare, don’t predict
John Roe
Investment strategy

From Ukraine to inflation: prepare, don’t predict

Geopolitics and inflation are notoriously hard to forecast, so instead we accept the uncertainty...
By John Roe
22 Feb 2022
5 min read
Inflation: sticky or structural?
John Roe
Investment strategy

Inflation: sticky or structural?

Are we heading for the distress flares of the 70s or will the deflationary forces of recent years...
By John Roe
15 Oct 2021
6 min read
Delta Force
John Roe
Investment strategy

Delta Force

We explore the market implications of the spread of the delta variant of COVID-19.  
By John Roe
14 Jul 2021
3 min read
Cheering for Croatia
John Roe
Investment strategy

Cheering for Croatia

Putting football rivalries aside, we think Croatia has a lot going for it.  
By John Roe
08 Jun 2021
6 min read
The tech sector: an inflation beneficiary?
John Roe
Equities

The tech sector: an inflation beneficiary?

Much has been made of inflation as the potential cause of technology stocks’ recent underperforma...
By John Roe
21 May 2021
4 min read

Authors from the same team (32)

Josh Logan

Josh Logan

Josh originally joined the team in June 2016 as an intern and saw drama from the outset, with wee...
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Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
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Aristide Goualin

Aristide Goualin

After working as a Client Manager in a previous life, Ari is now an Investment Specialist in the...
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