Paul O'Connor
Paul O’Connor is Head of Multi-Asset and a portfolio manager focused on asset allocation at Janus Henderson Investors. Paul is also a member of the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. 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 29 years of financial industry experience.
Articles Written
Research in Action: Preparing for a new investment paradigm in 2023
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Research in Action: Preparing for a new investment paradigm in 2023
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
US Fed signals an end to pandemic-era stimulus
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the latest update from the US Federal Reserve, as it begins to pull back on the massive stimulus measures that have sustained markets and the economy during the pandemic.
Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.