LGIM Blog - John Roe, Head of Multi-Asset Funds

Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

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

Frames gallery

Staying in the frame: the art of pre-retirement de-risking

In the run-up to retirement, it ain't what you say, it's the way that you say it. We look at how framing impacts de-risking decisions and saver outcomes.

prime saving

Pensions, Prime and growing pains: Making saving the default for younger members

What connects a viral energy drink with monthly pension payments? Here, we ask how social media and biases may change saver behaviour, and what that implies for default strategy design.

diversification regret

Diversification isn’t a free lunch, but we think it’s worth the price

I’ve lost count of the number of times I’ve said “diversification is a free lunch”. But the longer I’ve been investing clients’ assets the more I’ve realised it does have a cost: regret.

Bank of England

What will the Bank of England do next?

We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of England is to blame for high inflation, and why the rationale behind central bank decisions may not be as clear-cut as it seems.

Geometric growth cactus

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growth. How should investors balance the risks?

Two balloons

Allocations for inflation (part 2): the right questions

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right answers, he poses the right questions". Having accepted that we can't predict the path of inflation with confidence, what are the questions we can ask ourselves? This is part two in a series exploring the asset-allocation response to inflation, with more to come on fixed income, equities and currency.

Two oil and gas workers with large fuel pipelines

Ukraine conflict: finding the energy

In the third blog in our series on the crisis in Ukraine, we examine the effect on the European consumer, the central-bank response, and our positioning.

From Ukraine to inflation: prepare, don’t predict

Geopolitics and inflation are notoriously hard to forecast, so instead we accept the uncertainty they bring and look to lean against any overly popular investment narratives that emerge. On Bloomberg TV, I outlined what we think that means in relation to Ukraine and the current inflation spike.

Inflation: sticky or structural?

Are we heading for the distress flares of the 70s or will the deflationary forces of recent years win through?

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