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 markets in 2024: Chain reactions
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
Compound earnings: Equities markets’ reliable growth engine
Why we believe equity investors should prioritize earnings growth as they seek to consistently generate excess returns.
2023’s home stretch: What we are watching
With hopes of an economic soft landing diminishing, investors should prioritize quality companies and diversification.
Global Perspectives: Dissecting the cycle
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Global Perspectives: Why small caps appear poised for a day in the sun
Is it time for small caps to shine? Our experts discuss.
Democratisation of Alternatives
With markets in a tug of war between offense and defence, a variety of investors are considering alternative strategies. In this panel debate from Janus Henderson’s recent global media day, David Elms, Head of Diversified Alternatives, Luke Newman, Portfolio Manager, and Adam Hetts, Global Head of Portfolio Construction and Strategy, discuss the democratisation of the asset class.
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: Making sense of market trends for portfolio construction
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
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.
Treading carefully: A balancing act for 2023
The Portfolio Construction and Strategy Team outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.
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?