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 28 years of financial industry experience.
Defensive strategies for the downturn
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the arguments for defensive asset allocation as interest rate hikes work through the financial system.
Investment opportunities from late-cycle shocks and surprises?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
UK Multi Asset Team – long-term expected returns & market assumptions 2023
In this 2023 update, the UK-based Multi Asset Team sets out their expected longer-term returns for a range of major asset classes across equity, fixed income, currencies and commodities, discussing the implication of their forecasts for each asset class.
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.
Multi-asset outlook for 2023 – light at the end of the tunnel
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
Q4 Multi-asset outlook: Unfinished business
What are the prospects for growth and interest rates as we move into the final few months of 2022?
Quick view: market implications of UK government resignations
Paul O’Connor discusses the market implications of the recent UK government resignations.
Multi-asset outlook Q2 2022 – This is going to hurt
Paul O’Connor discusses the looming likelihood of recession in the near future.
The fog of war: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
UK Multi Asset Team – long-term expected returns & market assumptions
In this 2022 update, the UK-based Multi Asset Team sets out their expected longer-term returns for 20 major asset classes across equity, fixed income, currencies and commodities, discussing the implication of their forecasts for each asset class.
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.
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.