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
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.
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.
Shock therapy: Portfolio solutions for this year’s market turmoil
The Portfolio Construction and Strategy Team offers therapy for recent market shocks by offering long-term perspective and potential solutions.
Quality is a virtue
In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.
Keep it real (return) with high dividends
Ex-U.S. equities may offer diversification benefits and higher dividends, but active management is warranted to avoid value traps.
Core fixed income: MBS as a home base
Where we see opportunities in mortgage-backed securities, and how active management can help increase yield and mitigate risk.