30 May 2018 10 min read

Radio Five Star

By John Roe

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?


It's strangely apt that the Five Star Movement is part of the populist Italian coalition; the stars can help cover the expletives that Macron and Merkel are likely uttering as the realise the impacts for Europe. On the other side of the pond, markets are focussed on flatter yield curves and whether they are forecasting a future recession. If they're worrying you as much as they are us, then my recent interview with Marcus Karlsson and Caroline Hepker on Bloomberg Radio is an opportunity to hear our latest thoughts.

Listen here or download here.

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