Adam Hetts, CFA
Adam Hetts is Global Head of Portfolio Construction and Strategy at Janus Henderson Investors. In this role, he leads a global team of portfolio strategists to help clients digest macro and market information into actionable, customized asset allocation solutions. Additionally, Adam is a member of the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. He is often quoted in financial publications, including the Financial Times, Reuters, Barron’s, Forbes, Pensions & Investments, Chief Investment Officer, and CNN Business, and he is the host of Janus Henderson’s Global Perspectives podcast. 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. Prior to that, he worked with Goldman Sachs Principal Strategies, a proprietary hedge fund. 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
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: 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.
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?
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: Silver lining for equities and bonds in a cloudy market
A turbulent year for both stocks and bonds may hold some silver linings.
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.
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.
Global Perspectives: Opportunities from ESG headwinds
How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.
The root of the US recession question
Is US GDP growth likely to turn negative over the next year?