Tom O'Hara
Tom O’Hara is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2020. Before joining the firm as a research analyst in 2018, Tom was an equity research analyst specialising in metals and mining with Exane BNP Paribas from 2016. He held similar mining and steel sector positions with Redburn (Europe) Limited from 2013 and with Citigroup Global Markets from 2010. Before Citigroup, Tom was a metals analyst with Metal Bulletin Research from 2008. He began his career in 2006 in the treasury of Northern Rock plc.
Tom received his BA degree (Hons) in economics from Newcastle University. He has 18 years of financial industry experience.
Articles Written
Global themes are where European equities can find their magic
Portfolio Manager Tom O’Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Global Perspectives: European equities tapping into global tech themes
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
European equities: the quiet winners of the AI revolution
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
Global equity view: Looking beyond the Magnificent Seven
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
European espresso: Making European building materials firms great again
What impact is US government spending is having on European building materials firms? Tom O’Hara explores.
Playing global themes in European equities in 2024
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Avoiding short-term traps and finding long-term opportunity in European equities
The do’s and don’ts of investing in Europe with the prospect of recession and the growing dominance of AI.