The growth outlook for 2018 is robust, but two-sided inflation risks have emerged. We overweight equity, with marginally less conviction, downgrade investment grade credit and close our cash underweight. Our portfolio tilt is moderately pro-risk.
- 3 YEARS WITH J.P. MORGAN
- 23 YEARS IN THE INDUSTRY
John is head of the Global Strategy Team for the Multi-Asset Solutions Group. The Global Strategy Team establishes the broad asset allocation framework that is reflected across portfolios managed by the team.
An employee since June 2014, John was previously head of European Investment Strategy at Bank of America Merrill Lynch, where he had responsibility for both European equity strategy and broader multi-asset research. Prior to that, he held roles at Barclays Capital and Accenture focusing on risk management and strategy consulting.
John obtained a B.Sc. in Chemistry from the University of Bristol and an M.B.A. from the MIT Sloan School of Management. He is a CFA charterholder.