For Approved Qualified Domestic Institutional Investors in China

Paul O’Connor

Head of Multi-Asset | Portfolio Manager
Paul O'Connor | Janus Henderson Investors

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 27 years of financial industry experience.

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Articles Written

Quick view: market implications of UK government resignations

Quick view: market implications of UK government resignations

Paul O’Connor discusses the market implications of the recent UK government resignations.

The fog of war: a multi-asset view

The fog of war: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

Repricing risk: How might the Ukraine conflict impact financial markets?

Repricing risk: How might the Ukraine conflict impact financial markets?

Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.

Evaluating the market impact of the Russia/Ukraine conflict: A multi-asset view

Evaluating the market impact of the Russia/Ukraine conflict: A multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.

January sales – where next for financial markets?

January sales – where next for financial markets?

Are we close to the end of the most recent market correction? Paul O’Connor, Head of the UK Multi-Asset Team, argues that, while there is more froth to blow off, investors now have plenty of downside hedging in place, having looked bullishly complacent coming into 2022.