Matt Peron
Matt Peron is Global Head of Solutions at Janus Henderson Investors, a role he has held from 2023. In this capacity, he oversees the Solutions Group, which constructs multi-asset solutions tailored to meet the complex investment goals of clients. He also serves on the Portfolio Oversight Team, which manages portfolio construction across the firm’s equity research suite of portfolios. Matt joined the firm in 2020 as director of research, where he was responsible for leading the Central Research Team as well as portfolio manager for the research strategies until 2024. Prior to joining the firm, Matt had an extensive career in investment management, during which he led investment teams and managed portfolios. His previous roles include director of research, head of equities, and Chief Investment Officer (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: Secular trends outweigh the cyclical in industrials
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
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: Goods vs. experiences – what will consumers gravitate to in 2024?
The performance of consumer stocks could hinge on where households decide to aim their spending power next.
Research in Action: Bank failure risk declines for new year
While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.
Research in Action: Can energy hit the right supply/demand balance in 2024?
Hear about the major trends that could shape the energy sector in the new year.
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.
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.