Paul O’Connor
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.
Articles Written
From complacency to panic: Coronavirus and oil
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.
Coronavirus Update: Into the Unknown
Addressing the sharp correction in financial markets as concerns grow about the spread of the COVID‐19 coronavirus.
Markets fear a global coronavirus pandemic
Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.
Coronavirus contagion concerns
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.
Brexit day: shift gets real
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
Multi-asset 2020 outlook: Climbing the wall of worry
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
Quick view: The art of the deal
Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.
Brexit update – curb your enthusiasm
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations.
UK politics: new leader, old problems
Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.
US-China trade negotiations — another ceasefire
Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.
Quick view: Brexit – out with the old.
Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.