18 Jun 2020 5 min read

Seeing the good in news

I discuss the market reaction to mixed newsflow in this Bloomberg interview.

There’s been good news this week on the economy and bad news on the virus and North Korea. The market reacted positively to this mixed newsflow, suggesting investors are still quite cautious in their outlook.

For more of our thoughts on the implications for equities, Korean bonds and the dollar, here’s my latest Bloomberg interview.

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.