29 Jul 2020 6 min read

Investment distancing

By John Roe

I discuss the importance of avoiding crowded positions in a Bloomberg interview.

 

crowd-1140.jpg

With so much economic uncertainty, we’re paying greater focus to sentiment and positioning as drivers for our views – the idea being to avoid crowded positions that are particularly vulnerable to a change in the market narrative.

On Bloomberg, I recently discussed what that means for our thinking on a wide range of assets including US technology stocks, the euro, and US corporate bonds.

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

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