Adam Hetts, CFA
Adam Hetts is Global Head of Multi-Asset, leading the Multi-Asset investing and Portfolio Construction & Strategy (PCS) 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. PCS portfolio strategists support clients in consuming macro and market information into actionable, customised asset allocation solutions. The Multi-Asset and PCS teams are part of the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Adam is also a portfolio manager frequently featured in financial news including the Wall Street Journal, Reuters, Barron’s, and Forbes, and is the host of Janus Henderson’s Global Perspectives podcast. Before joining the firm in 2017, he held various roles at Goldman Sachs beginning in 2008, most recently vice president, senior portfolio strategist, leading efforts across the US and Asia and previously with Goldman Sachs Principal Strategies, a proprietary hedge fund. Earlier, he was a consultant with The Law and Economic Consulting Group from 2005.
Adam earned his bachelor of science degree in finance from Pennsylvania State University. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.
Articles Written
Global Perspectives: Dissecting the cycle
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Global Perspectives: Why small caps appear poised for a day in the sun
Is it time for small caps to shine? Our experts discuss.
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.
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: Making sense of market trends for portfolio construction
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
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: 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.
Global Perspectives: It is all falling into place for bonds in 2023
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
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.
Public vs. private real estate: Similar assets, different prices
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
Sinking sentiment: When a bad mood is good news for markets
Sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?