21 May 2021 4 min read

The tech sector: an inflation beneficiary?

By John Roe

Much has been made of inflation as the potential cause of technology stocks’ recent underperformance. While on Bloomberg TV, I explain why we think that’s coincidental, not causal, and how tech could actually benefit from longer-term inflationary pressure.



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