Matt Peron
Articles Written
Finding the sweet spot for global equities in 2024
A cautious outlook for global equities leads Janus Henderson’s Equities Leadership to advocate for staying defensive and prioritizing quality.
Research in Action: Are insurance stocks on investors’ side?
Low capacity and rising premiums could extend a tailwind now lifting the stocks of many property and casualty insurers.
Research in Action: Streaming media – a case study in tech disruption
Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change.
Research in Action: With less oxygen in the economy, what’s next for consumer spending?
What to consider as consumer spending reaches its peak.
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.