For Institutional Investors 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

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

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
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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
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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?

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?

Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis

Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis

Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.

A Historic Day for Europe
Quick Views Coronavirus

A Historic Day for Europe

Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.

Keep the Seat Belts Fastened

Keep the Seat Belts Fastened

Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.

The Big Rotation

The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

Oil Crisis Sparks Market Consolidation

Oil Crisis Sparks Market Consolidation

Considering the prospects for equities and other risk assets as negative oil prices put the brakes on the recent V-shaped market recovery.

Multi-Asset Outlook: Opportunity Amid Volatility

Multi-Asset Outlook: Opportunity Amid Volatility

Assessing the impact of the coronavirus pandemic and weighing the positive and negative indicators that will shape market prospects.

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.