07 Jun 2019 4 min read

Powell’s Put has come into play, as Fed Chair Jerome Powell

By John Roe

Powell’s Put has come into play, as Fed Chair Jerome Powell signalled that he’s monitoring developments and ready to cut rates if tariffs hurt the real economy.

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With inflation expectations well below target, I explain in this new interview with Bloomberg what we think that means for asset markets and what might make us more positive on equities from here.

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