Adam Hetts, CFA
Adam Hetts is the Global Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he leads the Portfolio Construction and Strategy Team that is focused on delivering actionable investment strategy and thought leadership to help clients in all aspects of the investment management process. From 2011 until joining Janus in 2017, he was vice president, senior portfolio strategist with Goldman Sachs Asset Management in New York, leading efforts in the US and Asia Pacific regions. Prior to that, Adam worked with Goldman Sachs Principal Strategies, a proprietary hedge fund, and as a corporate strategist within Goldman Sachs Asset Management. Earlier in his career, he was a consultant with The Law and Economic Consulting Group in Washington, D.C.
Adam earned his bachelor of science degree in finance with a concentration in accounting from Pennsylvania State University. He holds the Chartered Financial Analyst designation and FINRA Series 24, 7, and 63 securities licenses. He has 16 years of financial industry experience.
Articles Written
Global Perspectives Podcast: ESG is more than a score
A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
Global Perspectives Podcast – Come on down: is inflation priced right?
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios
Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.
Global Perspectives Podcast: Sustainable investing in clean technologies
A transformative synchronised investment boom into clean technologies is underway in the US and beyond. Adam Hetts talks to Hamish Chamberlayne and Aaron Scully from the Global Sustainable Team.
UK portfolio trends and opportunities for 2021
Adam Hetts and Sabrina Geppert from Janus Henderson’s Portfolio Construction and Strategy Team examine portfolio trends and opportunities for UK investors in 2021.
Global Perspectives Podcast – Reflation: Is this the real thing or just fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Global Perspectives Podcast – High yield: passing the baton from beta to alpha
Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high yield bond strategies, about how with credit spreads gradually tightening, returns will become less about market direction (beta) and more about identifying individual opportunities (alpha).
Global Perspectives Podcast: are we in a sweet spot for credit investing?
A far reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
The inevitable face-palm in market timing
Reflecting on his own attempts to remain level-headed through 2020’s best and worst market swings, Adam Hetts from Janus Henderson’s Portfolio Construction and Strategy (PCS) Team discusses the importance of staying the course amid ongoing uncertainty.
Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability
In this episode, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends, rising valuations, the US-China tech war, regulation, the US presidential election, as well as their approach to ESG factors and how they manage concentration risk in portfolios.
Global Perspectives Podcast: Demystifying Sustainable Investing
In this episode, Global Sustainable Equity portfolio managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to decode sustainability and discuss their approach to sustainable investing.
Global Perspectives Podcast: Strategic Fixed Income Thinking
In the first in the series, Adam Hetts talks to Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo. In a candid conversation, the trio cover global credit, inflationary threats, the impact of COVID, fool’s yield and false summits, among other topics.