For Institutional Investors in the US
Head of Multi-Asset | Portfolio Manager
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.
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
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.
Considering the ramifications of a potentially seismic political result.
In a tightly contested U.S. election, where the issue of postal votes could decide the victor, what does this mean for financial markets?
What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?
Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.
Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.
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.
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.
Considering the prospects for equities and other risk assets as negative oil prices put the brakes on the recent V-shaped market recovery.
Assessing the impact of the coronavirus pandemic and weighing the positive and negative indicators that will shape market prospects.
Considering the range of potential government measures as risk appetite is purged across the investment world.