For Individual 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, Paul was head of asset allocation (EMEA) at Mercer.

Paul holds a first class BA degree (Hons) in economics and an MSc in economics from the London School of Economics. He has 27 years of financial industry experience.

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Articles Written

Quick View: Market Implications of UK Government Resignations

Quick View: Market Implications of UK Government Resignations

A discussion of the market implications of the recent UK government resignations.

Multi-Asset Outlook Q2 2022 – This Is Going to Hurt

Multi-Asset Outlook Q2 2022 – This Is Going to Hurt

Exploring the challenges facing markets for the remainder of 2022 and the looming likelihood of recession in the near future.

The Fog of War: A Multi-Asset View

The Fog of War: A Multi-Asset View

The prospects for financial markets as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Assessing the potential impact of rising commodity prices on the global economy, particularly in Europe.

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.

January Sell-Off: Where Next for Financial Markets?

January Sell-Off: Where Next for Financial Markets?

Are we close to the end of the recent market correction? Our UK Multi-Asset Team weighs in.

January sales – where next for financial markets?

January sales – where next for financial markets?

Are we close to the end of the most recent market correction? Paul O’Connor, Head of the UK Multi-Asset Team, argues that, while there is more froth to blow off, investors now have plenty of downside hedging in place, having looked bullishly complacent coming into 2022.

Multi-Asset in 2022: Prepare for All Seasons

Multi-Asset in 2022: Prepare for All Seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Multi-asset in 2022: Prepare for all seasons

Multi-asset in 2022: Prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Fed Stays Focused on Tapering – For Now

Fed Stays Focused on Tapering – For Now

Federal Reserve Chair Jerome Powell stressed that the November FOMC meeting was more about QE than interest rates.

Multi-Asset Update: It’s Complicated

Multi-Asset Update: It’s Complicated

Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.

It’s complicated
Features & Outlooks

It’s complicated

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.