15 Feb 2021 6 min read

A hole in the inflation balloon?

By John Roe

Markets are increasingly pricing in a breakout in US inflation. On Bloomberg TV, I explain why we’re sceptical about that, despite high conviction in strong growth from the second quarter onwards.

no-people_hot-air-balloon.jpg

 

For more on the economic growth outlook, you can read Tim Drayson's recent blog here.

John Roe

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.

John Roe