Adam Hetts, CFA
Adam Hetts is Global Head of Multi-Asset and a Portfolio Manager, leading the Multi-Asset investing and Portfolio Construction & Strategy 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. Portfolio Construction & Strategy strategists support clients in consuming macro and market information into actionable, customised asset allocation solutions. These teams are part of the firm’s Solutions Group, which constructs multi-asset solutions for clients’ complex investment objectives. Adam is frequently featured in financial news including CNBC, Bloomberg, the Wall Street Journal, and other outlets. Before joining the firm in 2017, he held various roles at Goldman Sachs, most recently as senior portfolio strategist, and previously with Goldman Sachs Principal Strategies, a proprietary hedge fund. Earlier, he was a consultant with The Law and Economic Consulting Group.
Adam earned his Bachelor of Science degree in finance from Pennsylvania State University. He holds the Chartered Financial Analyst designation and has 20 years of financial industry experience.
Articles Written
Multi Asset Quarterly Q2 2025: Finding solid footing in a world shaken by tariffs
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Liberation Day – The tariff man cometh
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Quick View: What will Trump’s ‘Liberation Day’ tariffs mean for markets?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Quick View: Tariffs – U.S. and them
Assessing market reactions to the Trump administration’s recently imposed tariffs.
Multi Asset Quarterly Q1 2025: Higher U.S. rates roil the global economy and markets
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Widening the aperture: Multi-asset investing in a late-cycle economy
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Multi-Asset outlook: Q4 2024
The Market GPS Multi-Asset Quarterly highlights key drivers and shares the Multi-Asset Team’s dashboard that informs their positioning.
Quick view: Navigating market volatility
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
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.