Adam Hetts
Adam Hetts is Global Head of Multi-Asset, leading the Multi-Asset investing and Portfolio Construction & Strategy (PCS) teams at Janus Henderson Investors. The Multi-Asset Team delivers a global asset allocation suite encompassing strategic asset allocation, tactical tilts, and manager implementation products and services. PCS portfolio strategists support clients in consuming macro and market information into actionable, customised asset allocation solutions. The Multi-Asset and PCS teams are part of the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Adam is also a portfolio manager frequently featured in financial news including the Wall Street Journal, Reuters, Barron’s, and Forbes, and is the host of Janus Henderson’s Global Perspectives podcast. Before joining the firm in 2017, he held various roles at Goldman Sachs beginning in 2008, most recently vice president, senior portfolio strategist, leading efforts across the US and Asia and previously with Goldman Sachs Principal Strategies, a proprietary hedge fund. Earlier, he was a consultant with The Law and Economic Consulting Group from 2005.
Adam earned his bachelor of science degree in finance from Pennsylvania State University. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.
Articles Written
Global Perspectives: Dissecting the cycle
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Portfolio pivot? Balancing defense and offense
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
When market volatility creates opportunity
The PCS Team explores the implications of this year’s volatility and offers actionable ideas to capture the resulting opportunities.
Global Perspectives: Why biotech could be embarking on a new decade of growth
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
Global Perspectives: Seeking to mitigate risk with Alternatives
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Global Perspectives: Charting the trajectory of innovation in emerging markets
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
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.
Global Perspectives: PCS Team offers shock therapy for market turmoil
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
Global Perspectives: Short duration takes the spotlight in fixed income
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
Global Perspectives: Silver lining for equities and bonds in a cloudy market
A turbulent year for both stocks and bonds may hold some silver linings.
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.
Global Perspectives: Opportunities from ESG headwinds
How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.