Matt Peron

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獲 Swarthmore College的電機工程理學士學位,以優異成績畢業,並獲芝加哥大學的工商管理碩士學位。他是 Illinois Hunger Coalition的理事,並極參與一些致力幫助弱勢社群培育技能和創業的非牟利機構。他在金融業界的工作經驗長達35年。
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進行研究 Podcast:科技行業的超級主題正全速發展 (英文版)
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.