For financial professionals in the UK

Adam Hetts, CFA

Global Head of Portfolio Construction and Strategy

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 – High yield: passing the baton from beta to alpha
Global Perspectives

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?
Global Perspectives

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

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: Fixed Income – Avoiding the BEACH
Global Perspectives

Global Perspectives Podcast: Fixed Income – Avoiding the BEACH

Adam Hetts talks to Nick Maroutsos and Jason England, portfolio managers on the Absolute Return Income strategies.

Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability
Global Perspectives

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
Global Perspectives

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
Global Perspectives

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.