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 26 years of financial industry experience.
Articles Written
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
Considering the prospects for markets as the global recovery gathers momentum.
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
Considering the ramifications of a potentially seismic political result.
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
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.