John Roe

Head of Multi-Asset Funds

John Roe
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

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

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...
By Graham MolesJohn Roe
09 Oct 2023
4 min read
Pensions, Prime and growing pains: Making saving the default for younger members
John Roe
Investment strategy

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 a...
By John Roe
17 May 2023
5 min read
Diversification isn’t a free lunch, but we think it’s worth the price
John Roe
Investment strategy

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 longe...
By John Roe
19 Apr 2023
5 min read
What will the Bank of England do next?
John Roe
Markets and economics

What will the Bank of England do next?

We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of Engla...
By John Roe
09 Aug 2022
3 min read
From a rock to a hard place: forget inflation, growth is now the big fear
John Roe
Markets and economics

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 growt...
By John Roe
08 Jul 2022
3 min read
Allocations for inflation (part 2): the right questions
John Roe
Investment strategy

Allocations for inflation (part 2): the right questions

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right...
By John Roe
16 Mar 2022
5 min read
Ukraine conflict: finding the energy
Investment strategy

Ukraine conflict: finding the energy

In the third blog in our series on the crisis in Ukraine, we examine the effect on the European...
By John RoeColin Reedie
02 Mar 2022
4 min read
From Ukraine to inflation: prepare, don’t predict
John Roe
Investment strategy

From Ukraine to inflation: prepare, don’t predict

Geopolitics and inflation are notoriously hard to forecast, so instead we accept the uncertainty...
By John Roe
22 Feb 2022
5 min read
Inflation: sticky or structural?
John Roe
Investment strategy

Inflation: sticky or structural?

Are we heading for the distress flares of the 70s or will the deflationary forces of recent years...
By John Roe
15 Oct 2021
6 min read

Authors from the same team (33)

Tim Drayson

Tim Drayson

Tim keeps a close watch on global economic developments, with a particular focus on the US. He...
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Christopher Teschmacher

Christopher Teschmacher

Chris is something of a perfectionist which may explain the raft of automated spreadsheets ensuri...
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Christopher Jeffery

Christopher Jeffery

Chris is Head of Macro within LGIM’s Asset Allocation team. He oversees LGIM’s Economic Research,...
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