For Institutional Investors in the US

Adam Hetts, CFA

Global Head of Portfolio Construction and Strategy
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 17 years of financial industry experience.

Articles Written

Global Perspectives: Short duration takes the spotlight in fixed income
Features & Outlooks

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
Features & Outlooks

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
Timely & Topical

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?

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

Global Perspectives: Opportunities from ESG Headwinds

How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.

Global Perspectives Podcast: The High Is Back in High Yield

Global Perspectives Podcast: The High Is Back in High Yield

Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?

Global Perspectives: How Much Is Stagflation a Concern for REITs?
Analysis & Studies

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Global Perspectives: A Closer Look at CLOs

Global Perspectives: A Closer Look at CLOs

Why CLOs deserve a closer look in today’s environment of low yields, high inflation and rising interest rates.

Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?
Features & Outlooks

Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?

Investor positioning still (unfairly) reflects an extreme hatred of bonds.

Global Perspectives: No One’s Listening to the Bond Markets

Global Perspectives: No One’s Listening to the Bond Markets

Bond markets are once again sending a message on rates. Is anyone listening?

Global Perspectives: The Case for REITs in the Economic Recovery
Features & Outlooks

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.

Come on Down: Is Inflation Priced Right?
Features & Outlooks

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.