Paul O’Connor is Head of the UK-based Multi-Asset Team focused on asset allocation at Janus Henderson Investors. He co-manages the International Concentrated Equity strategy and is a Portfolio Manager on numerous multi-asset portfolios. Prior to joining Henderson in 2013, Paul was head of asset allocation (EMEA) at Mercer.
Paul holds a first class BA degree (Hons) in economics and an MSc in economics from the London School of Economics. He has 25 years of financial industry experience.
In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.
Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.
Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.
Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.