04 Jan 2019 3 min read

US fundamentals support equities over government bonds

By John Roe

As outlined in the team's 2019 outlook, we believe the US economy is entering the twilight zone of economic cycle. 

However, recent US equity weakness and bond strength appears excessive given the fundamentals, as I explained on Bloomberg TV.


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