For Institutional Investors in Australia

Matt Peron

Director of Research | Global Head of Solutions
Matt Peron
Matt Peron is Director of Research and Global Head of Solutions at Janus Henderson Investors. He oversees the firm’s sector research teams and analysts and is a named portfolio manager on all research strategies. Additionally, Matt leads the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Prior to joining the firm in 2020, 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.

Articles Written

Research in Action: The obesity moonshot
Features & Outlooks

Research in Action: The obesity moonshot

New weight-loss medications could dramatically improve patient health – with big implications for the healthcare sector.

Research in Action: Hype or reality? How investors should approach the AI boom
Features & Outlooks

Research in Action: Hype or reality? How investors should approach the AI boom

Recent advances in generative AI have driven big returns in many tech stocks this year. The question now is, what’s next?

Equities outlook: Prioritizing quality in a slowing economy
Features & Outlooks

Equities outlook: Prioritizing quality in a slowing economy

While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.

Research in Action: Investing behind the battery boom
Features & Outlooks

Research in Action: Investing behind the battery boom

Why following the evolution of battery technology should be a key consideration for investors.

Research in Action: Preparing for a new investment paradigm in 2023
Features & Outlooks

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
Features & Outlooks

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
Features & Outlooks

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
Timely & Topical

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
Timely & Topical

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
Features & Outlooks

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
Features & Outlooks

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.

Investing through the ups and downs of biopharma research

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.