14 Jun 2019 3 min read

The momentum meltdown and avoiding the herd

By John Roe

Last year was driven more by investor behaviour than the market cycle.

In the Asset Allocation team we try to understand this behaviour, often taking contrarian positions to deliver results for our clients.


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