Multi-Asset Review: Putting the 'multi' into multi-asset

It is not every fund manager who can claim to have predicted the catastrophic demise of the Irish banks in the financial crisis. For Paul O'Connor, head of the UK-based multi-asset asset team at Janus Henderson Investors, it was one of his best and most insightful pieces of research - however, it was also a salutary early lesson in how great research does not automatically ensure a great trade. O'Connor shorted the Irish banks six months before the crash but, having enacted the trade too early, it haemorrhaged money - while everyone else was participating in the last leg of the bull mark...