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
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: 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.
Why invest in tech stocks now?
Despite the challenging macroeconomic outlook, technology retains a critical societal role.
2022 – a defining moment for sustainable investing
Why is an active, forward-looking approach so important for sustainable investing in 2022.
Alternatives: the right time, the right place
What role should alternative investments play in portfolio construction going forward?
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.