John Roe

Head of Multi-Asset Funds

With failed football dreams behind him, John applies the same level of enthusiasm to investing, with more success (fortunately). When not suited and booted, his outside interests are almost exclusively football, craft beer and reading about how the brain works.

Posts by John Roe

Economics

Euro sitting duck

With the European Central Bank spelling out monetary policy for the next eighteen months, they could be a victim of developments elsewhere. Against a backdrop of slowing Eurozone growth and lacklustre inflation, the US seems likely to hike several times and increase Treasury supply by over $1 trillion, potentially tightening global credit conditions significantly and leaving Europe exposed. 

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Economics

Let's Twist Again

The long-end of the US yield curve is at its flattest for over a decade, risking distortions in the economy as the Fed raises rates. If this continues, at what point will the central bank get its dancing shoes on and consider Operation 'Twist Again'?

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Strategy

Five Star Radio

The new political paradigm has thrown up another populist government in Italy, threatening the European project. Meanwhile in the US, could "Operation Twist Again" come into play as investors stress about ever-flatter yield curves?

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Strategy

Oil’s well that ends well

Even though tensions in the Middle East have helped pep up prices of late, the shale revolution has brought down medium-term risks to oil prices and dramatically reduced future price expectations.

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