Matt Peron
Articles Written
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
Recent advances in generative AI have driven big returns in many tech stocks this year. The question now is, what’s next?
Research in Action: What options prices are signaling about economic growth
This often-overlooked measure of market risk suggests the U.S. economy could continue to defy expectations.
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
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
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.