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: 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.
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 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.
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?
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.