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, 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
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
Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.
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
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
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
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
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?
Considering the range of potential government measures as risk appetite is purged across the investment world.
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
Addressing the sharp correction in financial markets as concerns grow about the spread of the COVID‐19 coronavirus.
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
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.