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Matt Peron

Global Head of Solutions
Matt Peron

Matt Peron is Global Head of Solutions at Janus Henderson Investors, a role he has held from 2023. He leads the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Additionally, he is a portfolio manager on the firm’s suite of equity research strategies and is chair of the Portfolio Oversight Team that monitors risk for the research portfolios. Matt served as director of research, overseeing the Central Research Team and analysts from 2020 to 2024. Prior to joining the firm, Matt led investment teams, managing portfolios for much of that time, holding various roles, such as head of equities, director of research, and CIO.

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 has 34 years of financial industry experience.

Articles Written

Regime change: New backdrop brings new challenges
Features & Outlooks

Regime change: New backdrop brings new challenges

Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.

Research in Action: Secular trends outweigh the cyclical in industrials
Features & Outlooks

Research in Action: Secular trends outweigh the cyclical in industrials

Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.

Research in Action: Healthcare’s setup for 2024 strengthens
Features & Outlooks

Research in Action: Healthcare’s setup for 2024 strengthens

With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.

Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
Features & Outlooks

Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?

The performance of consumer stocks could hinge on where households decide to aim their spending power next.

Research in Action: Bank failure risk declines for new year
Features & Outlooks

Research in Action: Bank failure risk declines for new year

While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.

Research in Action: Can energy hit the right supply/demand balance in 2024?
Features & Outlooks

Research in Action: Can energy hit the right supply/demand balance in 2024?

Hear about the major trends that could shape the energy sector in the new year.

Research in Action: Finding sustainable growth in the tech sector in 2024
Features & Outlooks

Research in Action: Finding sustainable growth in the tech sector in 2024

As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.

Finding the sweet spot for global equities in 2024
Features & Outlooks

Finding the sweet spot for global equities in 2024

A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.

Research in Action: Are insurance stocks on investors’ side?
Timely & Topical

Research in Action: Are insurance stocks on investors’ side?

Low capacity and rising premiums could extend a tailwind now lifting the stocks of many property and casualty insurers.

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.