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Adam Hetts, CFA

Global Head of Portfolio Construction and Strategy

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

Shock therapy: Portfolio solutions for this year’s market turmoil

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

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?

Why invest in tech stocks now?

Despite the challenging macroeconomic outlook, technology retains a critical societal role.

2022 – a defining moment for sustainable investing

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

Alternatives: the right time, the right place

What role should alternative investments play in portfolio construction going forward?

Manage market vertigo with balanced strategies

Manage market vertigo with balanced strategies

A successful allocation to a balanced fund may help encourage investors to stay the course and avoid the temptation of market timing.

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.

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.

The root of the US recession question
Timely & Topical

The root of the US recession question

Is US GDP growth likely to turn negative over the next year?

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 Podcast: How much is stagflation a concern for REITs?
Features & Outlooks

Global Perspectives Podcast: 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.