29 Aug 2019 4 min read

Why Trade and Corporates are the biggest US Risks

By John Roe

The cracks are showing and everybody wants to understand what could cause the US to break.

Here's why we think trade troubles and corporate concerns are the main issues. I also explain why traditional recession indicators may be false prophets this time around...


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