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