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Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
Episode 296
Sunday, 21 December, 2025
Key TakeawaysWhat is Adam’s favorite home-cooked meal or recipe?Adam’s professional background and more on the multi-asset group he leads at Janus HendersonAs 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?LinksAdam Hetts on LinkedInJanus Henderson InvestorsJanus Henderson Investment Outlook 2026Connect with UsMeet Ben Vaske, Manager Investment StrategyCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s)Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. This podcast is sponsored by BlackRock, Inc. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from BlackRock, Inc. for the placement of this advertisement content. BlackRock, Inc. and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.Compliance Code: 3498-R-25351
