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here is a sneak peak of what we talked about Vanessa Marlow , Matteo Cultrera , Richie Machado , Eddie Bettencourt , Brad Van Elderen , John Roe , Andy Tyhurst and myself AL T
Vanessa Marlow , Matteo Cultrera , Richie Machado , Eddie Bettencourt , Brad Van Elderen , John Roe , Andy Tyhurst & AL T
In this podcast, Sonja Laud, LGIM's CIO, is joined by Guy Whitby-Smith, Head ofSolutions, and John Roe, Head of Multi-Asset Funds, who share their insights and analysis, including key market trends for the coming year. In particular, the speakers discuss: The outlook for both the global and UK economies, including our assessment of potential paths for UK growth, rates and inflation The implications for UK schemes, in particular what this could mean for liability-driven investment approaches in light of today's higher funding levels Asset allocation considerations given the continued need for all pension schemes to pay pensions as they progress along the journey towards endgame This podcast is hosted by Anthony Penson, Institutional Content Manager. For professional investors only. Capital at risk.
Illiquid assets may be the talk of the DC town right now, but how can we use them to help maximise long-term returns for members, mitigate potential risks and align them with ESG considerations? And do DC pension members even want them included in their fund defaults? John Roe, LGIM's Head of Multi-asset Funds, and Jesal Mistry, Head of DC Investment, explain. This podcast is moderated by Heather Forse, DC Content Manager. For professional investors only. Capital at risk.
Greetings and welcome to (as the title suggests) the episode where John and I talk about the 90s for two hours. Oh! And here's a fun drinking game for you - have a sip every time John brings up Kevin Costner. Enjoy! Topics Discussed 90s Films - extensively News from the 90s - briefly A Dissertation on Kevin Costner's 90s Career - almost entirely Stamper Cinema links https://www.stampercinema.com Linktree
Oral Arguments for the Court of Appeals for the Seventh Circuit
John Roe v. Steven Dettelbach
The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for investors, and how might it impact inflation globally, when the cost of living is already rising? In this episode, we explain why it is dangerous to get caught up in any particular inflation story, and why we believe that global inflation – led by the US – is much more systemically important for the fate of risk assets. Our expert panel includes: • Tim Drayson, Head of Economics • Colin Reedie, Head of Active Strategies • John Roe, Head of Multi-Asset Funds • Chris Jeffery, Head of Inflation and Rates Strategy • Laura Brown, Head of Client Solutions
http://www.sbfbs.com/ Tio Gomez chats with Tim Reicha and John Roe about the upcoming Shorts Brewing Fat Bike Series. The five-race series is up in the Northern Mitten of Michigan. How can you go wrong with races that rock names like ‘Fat & Fluroius', ‘Dogman', or my favorite, ‘Huma Loopa Licious'? The series is held in […]
In this episode, Nell Sloane speaks with John Roe, the president and chief executive officer of Roe Capital Management. John shares his experience as a stock trader and some tips on managing risks with investing. In this episode, you will learn: Risk control for trading stocks Tips for beginner traders How to trade in a … Continue reading Trading with Risk Control — With John Roe →
In episode 37 of Hymans Robertson On… our host Ben Farmer, Senior Investment Consultant, presents the third in a mini-series on Investment - Mid-year market review and inflation inspection. Ben welcomes John Roe, Head of Multi-Asset Funds at LGIM, and Chris Arcari, Head of Capital Markets Research at Hymans Robertson. During the episode we discuss market events from the first half of 2021 and the outlook for inflation. What might you expect to see in markets over the next 6-12 months, and what are the the potential ramifications for the typical asset classes held in pension scheme portfolios? You can find links to the content referenced in this episode's show notes at www.hymans.co.uk/hymans-robertson-on along with other episodes in the series.
This week, John Roe, Head of Multi-Asset Funds, and Colin Reedie, Co-Head of Global Fixed Income, joins The CIO Call with Sonja Laud, Chief Investment Officer, to discuss what’s happening in markets this week and what it all means for investors. This episode is hosted by Max Julius and was recorded earlier today. · Follow us on LinkedIn for our latest updates and discover our ‘Future World Blog’ for the latest insights from the investment team. · Never miss another episode of LGIM Talks and hit subscribe in your Apple Podcasts or Spotify app or wherever you listen to podcasts. Got an idea for next week’s topic? We want to hear from you! Email us at mark.chappel@lgim.com (mailto:mark.chappel@lgim.com) with your thoughts on the podcast and any suggestions of what you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management
Jonathan Keehner and John Roe, partners at strategic communications and investor relations firm Joele Frank, were guests on the latest edition of the Nareit REIT Report podcast. Nareit has worked with Joele Frank to create a Communications Toolkit with a framework for developing an effective communications strategy for generalist investors. It was recently distributed to Nareit members. Keehner described what he sees as a “real disparity between the dedicated investor group and the generalist group.” To help alleviate that gap, he suggests REITs “hit the reset button” and really focus on communicating what makes their company unique. “It’s about introducing the story and making it compelling, it’s about leveraging the exciting aspects of a portfolio to draw in a new audience,” Keehner said. At the same time, he recommends that REITs take a fresh look at their IR exposure: “It’s [about] doubling down on the existing investor base and then thinking creatively about ways to engage with a new investor base.”
In an episode earlier this year, Howie Li and John Roe discussed (https://protect-eu.mimecast.com/s/-hvkCgLGqTWPXVhKZjwM?domain=embeds.audioboom.com) what separates long-term investment themes from fads. As Howie explains, the enduring themes are those that are changing the foundations of how we live and work – from disruptive technology to the energy revolution and demographic shifts. Yet capturing these themes in an investment strategy is not easy, so in this episode Howie addresses some recurring questions we’ve received from listeners and clients. How do we avoid companies exploiting thematic buzzwords for their own marketing purposes rather than genuinely innovating? What is the difference between a thematic and a sector-based investment strategy? How can investors integrate themes into their portfolios? Is it possible to time exposure to themes? Howie covers all these challenging topics and more in this conversation, while also sharing practical examples of how we can put the theory of thematic investing into practice. To find out more and read our full paper on thematic investing, visit: http://www2.landginvestments.com/disruptive-technology (https://protect-eu.mimecast.com/s/oZbcC59rviKgmqsOXQRi?domain=www2.landginvestments.com) · Howie Li, Head of ETFs · Robert StGeorge, Content Manager We want to hear from you! Email us at mark.chappel@lgim.com (mailto:mark.chappel@lgim.com) with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.
John Roe, leader of the Dead Boat Disposal Society, discusses the challenge of removing sunken and abandoned boats on Canada's West Coast with RCI's Terry Haig. (The Dead Boat Disposal Society/Facebook)
Season 2 FINALE!! A man is in search of a place to stay and is welcomed by beauty; however, don't always trust those that you think you love. Thank you to www.melodyloops.com for the music, John Roe for the cover art, gutenberg.net.au for the free public domain version of this story! Check out our patreon at www.patreon.com/swiperightforsleeppod for $5 a month for our meditation series. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/swipe-right-for-sleep/support
In this Edgar Allen Poe short story, he hides a body of an old man when he is consumed by psychotic delusions. I would like to thank www.melodyloops.com for the music and John Roe for the logo and http://xroads.virginia.edu/~hyper/poe/telltale.html for the public domain story. Check out our website and visit our Patreon for more content. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/swipe-right-for-sleep/support
For nearly a decade now, Adrienne Scheck, Ph.D. has focused her research on the effect of ketones and the ketogenic diet on brain tumors. As the author of Cancer and the Ketogenic Diet, senior research scientist at the Institute of Molecular Medicine at Phoenix Children's Research Institute, research associate professor at the University of Arizona College of Medicine, adjunct professor at Arizona State University, and associate investigator in the cancer biology program at the University of Arizona, she brings an impressive amount of experience and knowledge to the discussion today. Her research on the effect of ketones on cancerous tumors began in collaboration with Dr. John Roe, a clinician, scientist, and expert in the field who at the time had only applied the use to ketones to the treatment of epilepsy. When they studied the effects of adding ketones to an aggressive brain cancer cell line, the results were surprisingly positive: significant enhancement of the effectiveness of chemotherapy. This opened the door to many other questions yet to be investigated, such as the role of ketones as epigenetic modifiers, the confirmation of DNA within cells and how it dictates susceptibility to damage, whether or not cancer cells can use ketones as an energy source, phenotypic differences between different types of tumors, and the coming advances in technology that will lead to better data and analyses in this area. Press play for all the details and search for Adrienne Scheck online to stay up to date with her latest research.
In #112 we remember John Roe. Yesterday was the memorial service for the life of Dr. John Roe, a beloved Penn State mathematics professor, loving husband and father, and early supporter of 3rd Way Collective. While sorting old audio recordings, we found this un-aired conversation with John recorded back in November of 2016. During this … Continue reading "Peace Signs Episode 112 – John Roe (in memoriam)"
In #112 we remember John Roe. Yesterday was the memorial service for the life of Dr. John Roe, a beloved Penn State mathematics professor, loving husband and father, and early supporter of 3rd Way Collective. While sorting old audio recordings, we found this un-aired conversation with John recorded back in November of 2016. During this … Continue reading "Peace Signs Episode 112 – John Roe (in memoriam)"
From Hycap Consulting, John Roe joins David Wolf to discuss the many areas he consults around in his business. John is a contributing author on www.flevy.com www.hycap.org linkedin.com/in/johnrohe1 Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick Jenkins and guests discuss the transatlantic pay gap among bank chief executives, Frankfurt's emergence as the new favourite EU financial centre and a Bank of England warning about consumer debt. With special guest John Roe, head of ISS analytics. See acast.com/privacy for privacy and opt-out information.
US bank chief executives are paid twice as much as their European competitors, new research has revealed. The FT's Laura Noonan discusses the findings with John Roe, head of ISS analytics. Music by Kevin MacLeod See acast.com/privacy for privacy and opt-out information.