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 25 years of financial industry experience.

Articles Written

Viral Panic: What Is the Endgame?

Viral Panic: What Is the Endgame?

Considering the range of potential government measures as risk appetite is purged across the investment world.

From Complacency to Panic: Coronavirus and Oil

From Complacency to Panic: Coronavirus and Oil

Assessing the recent market shocks as oil prices tumble and the coronavirus continues to impact countries globally.

Coronavirus Update: Into the Unknown

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

Markets Fear a Global Coronavirus Pandemic

Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.

Coronavirus: Assessing Financial Market Impacts

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.

Brexit Day: The Shift Begins
Quick Views Brexit

Brexit Day: The Shift Begins

Paul O’Connor, Head of the UK-based Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process.

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UK Election Reaction: Continuity and Change
Quick Views Brexit

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.

Brexit Update – Curb Your Enthusiasm
Quick Views Brexit

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.

Life in the Conflict Zone
Quick Views Volatility

Life in the Conflict Zone

Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.

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UK Politics: New Leader, Old Problems
Quick Views Brexit

UK Politics: New Leader, Old Problems

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the implications of Boris Johnson’s appointment as UK prime minister.

G20 Summit: Another Ceasefire, but No Resolution to the U.S.-China Trade War
Quick Views China

G20 Summit: Another Ceasefire, but No Resolution to the U.S.-China Trade War

Why the ceasefire reached between the U.S. and China at the G20 summit in Osaka, Japan, does not necessarily mean an end to the trade war.