For Approved Qualified Domestic Institutional Investors in China
Head of Multi-Asset | Portfolio Manager
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 26 years of financial industry experience.
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government, considering the implications for the US economy, monetary policy and the markets.
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.