25 May 2017 3 min read

Will US inflation pick up?

By John Roe

Inflationary disappointment doesn’t repeat itself, but it does rhyme. Alongside our new political paradigm, we see the search for inflation as a key driver for central bank policy and markets for the rest of 2017. I tie those two market themes together using the title from one of my favourite songs, only for host Mark Barton to catch me out by revealing the hidden link live on air.


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