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?
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: Publicly traded REITs shine amid bank lending concerns
With low debt levels, diversified assets, and attractive valuations, public real estate investment trusts appear well positioned.
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.
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: Staying invested through market volatility
The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.
Investing through the ups and downs of biopharma research
The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
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.