Matt Peron is Director of Research at Janus Henderson Investors, a position he has held since 2020. He oversees the firm’s sector research teams and analysts, and is a named portfolio manager on all research strategies. In this role, he is responsible for the firm’s centralised equity research effort, collaborating with portfolio managers, the head of equities, and the global chief investment officer. He also heads the firm’s Portfolio Oversight Team. Prior to joining the firm, Matt was chief investment officer at City National Bank (the US Private Bank for the Royal Bank of Canada) from 2018. Earlier, he was an executive vice president and global head of equities at Northern Trust in Chicago from 2005. Matt has served on or chaired several investment committees overseeing asset allocations for large asset pools. He began his career in fixed income in 1990 and also has extensive experience with quantitative and fundamental portfolio management.
Matt received his bachelor of science degree in electrical engineering from Swarthmore College, graduating with distinction, and his MBA from the University of Chicago. He sits on the board of the Illinois Hunger Coalition and is active in nonprofit organizations that focus on developing skills and entrepreneurship in underprivileged communities. He has 35 years of financial industry experience.
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.
Equities Investment Outlook: Follow the data, not the drama
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Research in Action: US retail goes on sale, but the payoff may arrive after the holidays
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?
Midterms matter – just less so at 8% inflation
Inflation may cause markets to buck the trend of positive returns after the U.S. midterm elections.
Bringing it home in charts: What we are monitoring over the remainder of 2022
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
Research in Action: For long-duration investors, semi stocks shine
Recent volatility has compressed semiconductor valuations, even as the industry’s long-term growth drivers gather strength.
Research in Action: Finding resilience in the consumer sector
How US households and consumer sector companies are navigating the crosscurrents of resurging demand, high inflation and slowing growth.
Global equities and the economy: caution does not mean ‘run’
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
Investing through the ups and downs of biopharma research
The biopharmaceutical industry often moves to the beat of its own drum, creating opportunities for diversification.
Assessing inflation through a corporate lens
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Research in Action: EVs Drive into a New Lane for Investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.