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.

Posts by John Roe

Macrobites

A crucial quarter for the Houston oilers

The game's far from over for oil producers but we're into what may well be the crucial quarter for all involved. US producers are suffering from lower prices but right now the supply shock story has moved east, with Iran, Saudi Arabia and Kuwait set to make the running over the next few months.

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Portfolio Thinking

Want to win? Always bet on the house

Diversification is nothing new and many have embraced it as a way of reducing risk. But how do you avoid the bitter aftertaste that comes with missing out on the chance of higher returns?

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