06 Dec 2019 4 min read

Is Trumpilocks a fairytale?

By John Roe

Markets are getting excited by the prospect of a 'Phase One' US-China trade deal and the rollback of tariffs. But this also felt close in May and fell apart.

Here's why we worry about today's consensus narrative and think that this story may not have a happy ending. 


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