Orion's The Weighing Machine Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
Key Takeaways
- What is Adam’s favorite home-cooked meal or recipe?
- Adam’s professional background and more on the multi-asset group he leads at Janus Henderson
- As Adam steps back, and looks forward to 2026, what does he see as the most important macro drivers investors should be focused on right now?
- As Adam thinks about the Fed’s policy path going forward, how is he thinking about Fixed Income positioning in 2026?
- How does Adam’s multi-asset group at Janus Henderson broadly think about diversifying away from the Agg when searching for new opportunities in the fixed income market?
- From Adam’s perspective, are high-valuations in AI-related equities a major challenge for multi-asset portfolios? Does he see some fundamental strengths still justifying that enthusiasm?
- From an active perspective, how is Adam thinking about separating the durable AI beneficiaries from those that are more momentum driven ?
- How is Adam thinking about balancing the allocation to AI-driven growth versus exposure to smaller mid-caps and non-US equities?
- How is Adam looking at opportunities in Europe right now?
- What are key drivers that Adam is looking at in Emerging Markets? Is he seeing continued strength there?
- As Adam is thinking about blending public and private allocations together, within a portfolio, what role do private markets play and how does this look to him in terms of a long-term allocation?
- Outside of portfolio construction, is there a key biggest mistake that Adam sees investors making as they look to private allocations?
- Piecing it all together, how is Adam thinking about a broad, multi-asset portfolio going into next year? Also, is there one guiding principle for long-term portfolio success in Adam’s mind?
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