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.
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.
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.
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.
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.
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