12 Nov 2018 5 min read

The show must go on

By John Roe

How much negativity about leaving the European Union is priced into the current level of sterling?


Breaking Brexit news hijacked my Bloomberg slot and suddenly I was a lot less well prepared than expected! But after a wry smile, the show must go on. Relocations are an inevitable and unfortunate part of leaving the EU, but it’s important not to over-estimate the numbers of jobs involved. Overall, we feel a lot of negativity is already reflected in the level of sterling. To understand why, and see me being put on the spot, please watch the clip.

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