20 May 2019 4 min read

Eastbound and round – Stimulus and trade

By John Roe

Don’t be fooled by the odd disappointing number; we expect China stimulus to be sustained and effective.

The benefits should reverberate globally at a time when we think tariffs and trade wars will give way to cooperation and deals. Find out more in my recent 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.

John Roe