Adam Hetts, CFA
Adam Hetts is 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 U.S. 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 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. Adam has 18 years of financial industry experience.
Articles Written
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?
Market GPS 2023: Finding the silver lining
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webcast, Janus Henderson’s asset class experts will share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
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: Mortgage-backed securities – has the baby gone out with the bathwater?
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
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.
The root of the US recession question
Is US GDP growth likely to turn negative over the next year?
Global Perspectives Podcast: The high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?