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. Additionally, Matt leads the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. 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 35 years of financial industry experience.
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.
Bringing it home in charts: What we are monitoring over the remainder of 2022
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
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.
Global equities and the economy: caution does not mean ‘run’
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
Research in Action: Staying invested through market volatility
The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.
Investing through the ups and downs of biopharma research
The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
Assessing inflation through a corporate lens
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.