Matt Peron
Matt Peron is Global Head of Solutions at Janus Henderson Investors, a role he has held from 2023. He leads the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Additionally, he is a portfolio manager on the firm’s suite of equity research strategies and is chair of the Portfolio Oversight Team that monitors risk for the research portfolios. Matt served as director of research, overseeing the Central Research Team and analysts from 2020 to 2024. Prior to joining the firm, Matt led investment teams, managing portfolios for much of that time, holding various roles, such as head of equities, director of research, and CIO.
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 has 34 years of financial industry experience.
Articles Written
Regime change: New backdrop brings new challenges
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Research in Action: Healthcare’s setup for 2024 strengthens
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Research in Action: Finding sustainable growth in the tech sector in 2024
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
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: 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.
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: For long-duration investors, semi stocks shine
Recent volatility has compressed semiconductor valuations, even as the industry’s long-term growth drivers gather strength.