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

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
Europe: the final countdown (to reopening)
John Roe
Investment strategy

Europe: the final countdown (to reopening)

The market may be underestimating how quickly the EU could catch up with other vaccination...
By John Roe
15 Apr 2021
3 min read
US authorities: The post-pandemic playbook
John Roe
Economics

US authorities: The post-pandemic playbook

The US authorities will need a careful fiscal and monetary policy mix alongside macroprudential...
By John Roe
13 Apr 2021
5 min read
Return of the mac
John Roe
Economics

Return of the mac

Rate hikes aren’t the only tool at central bankers’ disposal. Should investors also prepare...
By John Roe
08 Apr 2021
3 min read
Standing up economic, market data via alternative sources
John Roe
Economics

Standing up economic, market data via alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market...
By John Roe
01 Apr 2021
2 min read
Supercycle versus superpower
Commodities

Supercycle versus superpower

Rampant economic growth is typically bullish for commodities, but could this time be different?  
By Erik LuethJohn Roe
17 Mar 2021
3 min read

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Christopher Teschmacher

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