For institutional investors in the UK

Matt Peron

Director of Research | Portfolio Manager

Matt Peron is Director of Research at Janus Henderson Investors, a position he has held since 2020. He oversees the firm’s sector research teams and analysts, and is a named portfolio manager on all research strategies. In this role, he is responsible for the firm’s centralised equity research effort, collaborating with portfolio managers, the head of equities, and the global chief investment officer. He also heads the firm’s Portfolio Oversight Team. Prior to joining the firm, 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 34 years of financial industry experience.

Articles Written

Research in action: the commodities comeback

Research in action: the commodities comeback

A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.

Research in action: EVs drive into a new lane for investors
Quick Views Technology

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.

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Global stocks provide clues to accelerating inflation

Global stocks provide clues to accelerating inflation

Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.

Equities: choppy waters likely until policy path becomes clearer

Equities: choppy waters likely until policy path becomes clearer

A shift in US Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.

Equities: Can the cycle roll on?

Equities: Can the cycle roll on?

Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.

With early-cycle behind us, securities must stand on own merits
Investment Viewpoints

With early-cycle behind us, securities must stand on own merits

With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.

A blue wave or a blue swell?

A blue wave or a blue swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.