For institutional investors in the UK

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?

Research in Action: What options prices are signaling about economic growth
Timely & Topical

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
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: Publicly traded REITs shine amid bank lending concerns
Features & Outlooks

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: Banks cash in on rising rates
Features & Outlooks

Research in Action: Banks cash in on rising rates

How financial services companies are benefiting from higher interest rates, large capital reserves, and new technology.

Reconciling the market rally with a cooling economy
Timely & Topical

Reconciling the market rally with a cooling economy

Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.

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.