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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

Q4 Multi-asset outlook: Unfinished business
Timely & Topical

Q4 Multi-asset outlook: Unfinished business

What are the prospects for growth and interest rates as we move into the final few months of 2022?

Multi-asset outlook Q2 2022 – This is going to hurt

Multi-asset outlook Q2 2022 – This is going to hurt

Paul O’Connor discusses the looming likelihood of recession in the near future.

The fog of war: a multi-asset view
Analysis & Studies

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.

UK Multi Asset Team – long-term expected returns & market assumptions

UK Multi Asset Team – long-term expected returns & market assumptions

In this 2022 update, the UK-based Multi Asset Team sets out their expected longer-term returns for 20 major asset classes across equity, fixed income, currencies and commodities, discussing the implication of their forecasts for each asset class.

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.

Multi-asset in 2022: Prepare for all seasons
Analysis & Studies

Multi-asset in 2022: Prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

It’s complicated
Features & Outlooks

It’s complicated

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.

Peak sentiment, peak growth, peak policy

Peak sentiment, peak growth, peak policy

Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.

Peach State run-off could herald a light-blue wave for US politics
Analysis & Studies

Peach State run-off could herald a light-blue wave for US politics

With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.