For Financial Professionals in the US

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, Mr. O’Connor was head of asset allocation (EMEA) at Mercer.

Mr. O’Connor 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

It’s complicated

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.

The Case for Alternatives in a Buoyant Market

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Peak Sentiment, Peak Growth, Peak Policy
Quick Views Coronavirus

Peak Sentiment, Peak Growth, Peak Policy

Considering the prospects for markets as the global recovery gathers momentum.

Biden’s Stimulus Plan: No Free Lunch
Quick Views Interest rates

Biden’s Stimulus Plan: No Free Lunch

Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.

Multi-Asset Outlook 2021: All Change

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Quick Views Elections

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics

Considering the ramifications of a potentially seismic political result.

U.S. Election Reflections: Celebrating Gridlock
Quick Views Elections

U.S. Election Reflections: Celebrating Gridlock

In a tightly contested U.S. election, where the issue of postal votes could decide the victor, what does this mean for financial markets?