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: 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: No One’s Listening to the Bond Markets
Bond markets are once again sending a message on rates. Is anyone listening?
The Scarcity of Sustainability and Its Potentially Unsustainable Model Portfolio Risks
A discussion of the unintended risks that may be introduced by a shift to “sustainable” investing and the scarcity of allocation options.
Global Perspectives: The Case for REITs in the Economic Recovery
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
The Reopening Trade Goes International
How should U.S.-based advisors be considering international stocks in their equity allocations?
Come on Down: Is Inflation Priced Right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Global Perspectives: The Outlook for Tech through the Economic Reopening
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
Global Perspectives: Sustainable Investing in Clean Technologies
A transformative synchronized investment boom into clean technologies is underway in the U.S. and beyond.
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.
Building Robust Bond Portfolios in a Low-Rate World
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
High Yield: Passing the Baton from Beta to Alpha
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Global Perspectives: 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.