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

Brexit update – curb your enthusiasm
Quick Views Brexit

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

Life in the conflict zone
Quick Views China

Life in the conflict zone

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

Quick view: Mid-cycle adjustment – one in a row

Paul O’Connor, Head of the UK based Multi-Asset Team, examines the market’s response to the Fed’s first rate cut in over 10 years. As expected, the US Federal Reserve (Fed) cut interest rates for the first time in over 10 years. Given that the 25bps reduction appeared to be fully priced into markets before the

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

US-China trade negotiations — another ceasefire
Quick Views

US-China trade negotiations — another ceasefire

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

Quick view: Brexit – out with the old.

Quick view: Brexit – out with the old.

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.

Expect surprises! (Multi-Asset Perspectives, Q119)

Expect surprises! (Multi-Asset Perspectives, Q119)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the economic runes as 2019 dawns in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.