Paul O’Connor

Head of Multi-Asset | Portefeuillebeheerder
Paul O'Connor | Janus Henderson Investors

Paul O’Connor is Hoofd van het in het VK gevestigde Multi-Asset-team dat focust op assetallocatie bij Janus Henderson Investors. Hij co-beheert de International Concentrated Equity-strategie en is portefeuillebeheerder voor verscheidene multi-asset-portefeuilles. Voor hij in 2013 bij Henderson in dienst kwam, was hij hoofd assetallocatie (EMEA) bij Mercer.

Paul behaalde een Bachelor of Arts (Hons, first class) in economie en een Master of Science in economie aan de London School of Economics. Hij heeft 25 jaar ervaring in de financiële sector.

Geschreven artikelen

Stoelriemen nog altijd vast

Stoelriemen nog altijd vast

Paul O’Connor, hoofd van het in VK gevestigde Multi-Asset Team, bespreekt de kansen op duurzaam herstel, nu de wereld zich aanpast aan een nieuwe situatie waarin COVID-19 een belangrijke risicofactor voor beleggers blijft.

The big rotation

The big rotation

Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.

Oil crisis sparks market consolidation

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.

Macro Outlook: Opportunity amid volatility

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Macro Outlook: Opportunity amid volatility

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Viruspaniek – hoe loopt het af?

Viruspaniek – hoe loopt het af?

Nu het coronavirus zich steeds verder verspreidt, bespreekt Paul O’Connor, hoofd van het Britse Multi-Asset Team, de verdwenen risicobereidheid onder beleggers, de omvang van mogelijke overheidsmaatregelen, en de voortgang die er geboekt wordt bij de beheersing van de pandemie.

From complacency to panic: Coronavirus and oil

From complacency to panic: Coronavirus and oil

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.

Markten vrezen wereldwijde pandemie coronavirus

Markten vrezen wereldwijde pandemie coronavirus

Paul O’Connor, hoofd van het Britse Multi-Asset-team, bespreekt de mogelijke gevolgen voor de wereldwijde economische groei nu de zorgen over de verspreiding van het COVID-19 coronavirus buiten China toenemen.

Coronavirus contagion concerns
Quick Views China Coronavirus

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

Brexit day: shift gets real

Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

UK election reaction: continuity and change
Quick Views Brexit

UK election reaction: continuity and change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Quick view: The art of the deal
Quick Views Brexit

Quick view: The art of the deal

Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.