LGIM Blog - John Roe, Head of Multi-Asset Funds

Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

John’s fascinated by how people think and the curious ways our brains help and hinder decision-making. He believes that understanding behavioural biases is one of the most powerful edges an investor can have.

He has a broad investment remit, a nomad drifting between specialist teams, asking questions and poking at anything that puzzles him.

He's heavily involved in investment innovation and enjoys nothing more than a spirited debate with clients and colleagues. It's fair to say he's never knowingly under-shared an opinion.

Away from markets, his other specialist subjects are craft whisky and beer, a research programme he has been pursuing diligently for many years.

John’s an Actuary with an economics degree and a former RBS strategist, which all sounds much more serious than he generally is.

Other articles by John Roe

Prepare 0

Prepare, don’t predict: a timeless playbook for geopolitical risk management

Geopolitical events can be especially challenging for investors. They are often emotive, highly uncertain, and prone to hyperbole in headlines – all factors that can lead to poor decisions. To impose discipline, the Asset Allocation team follows a 10-point guide for managing geopolitical risk that embodies the ‘prepare, don’t predict ethos.’

Count down

Tackling the retirement countdown conundrum

The retirement conundrum is complex. To support people, guidance journeys are evolving fast, helping retirees to overcome biases and make better decisions in the countdown to retirement.

DC volatility

From trade to trends: Unpacking market behaviour

How can recent market volatility be assessed through the broader historical patterns of market behaviour?

Frames gallery

Staying in the frame: the art of pre-retirement de-risking

In the run-up to retirement, it ain't what you say, it's the way that you say it. We look at how framing impacts de-risking decisions and saver outcomes.

prime saving

Pensions, Prime and growing pains: Making saving the default for younger members

What connects a viral energy drink with monthly pension payments? Here, we ask how social media and biases may change saver behaviour, and what that implies for default strategy design.

diversification regret

Diversification isn’t a free lunch, but we think it’s worth the price

I’ve lost count of the number of times I’ve said “diversification is a free lunch”. But the longer I’ve been investing clients’ assets the more I’ve realised it does have a cost: regret.

Bank of England

What will the Bank of England do next?

We examine whether fiscal stimulus would lead to higher interest rates, whether the Bank of England is to blame for high inflation, and why the rationale behind central bank decisions may not be as clear-cut as it seems.

Geometric growth cactus

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growth. How should investors balance the risks?

Two balloons

Allocations for inflation (part 2): the right questions

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right answers, he poses the right questions". Having accepted that we can't predict the path of inflation with confidence, what are the questions we can ask ourselves? This is part two in a series exploring the asset-allocation response to inflation, with more to come on fixed income, equities and currency.

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