Wednesday, December 6
11:00 a.m. MT | 1:00 p.m. ET
Global markets look set to remain conflicted in 2024. Will this be the “year of the lag” with the consequences of historic rate hikes finally manifesting? What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge? Which asset classes and investment styles may struggle, and which could benefit?
Explore these pivotal questions in our Investment outlook 2024: Chain reactions webcast as our experts from across equities, fixed income, and multi-asset help set a path for 2024.
Global Head of Multi-Asset
Adam Hetts is Global Head of Multi-Asset, leading the Multi-Asset investing and Portfolio Construction & Strategy (PCS) teams at Janus Henderson Investors. The Multi-Asset Team delivers a global asset allocation suite encompassing strategic asset allocation, tactical tilts, and manager implementation products and services. PCS portfolio strategists support clients in consuming macro and market information into actionable, customised asset allocation solutions. The Multi-Asset and PCS teams are part of the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Adam is also a portfolio manager frequently featured in financial news including the Wall Street Journal, Reuters, Barron’s, and Forbes, and is the host of Janus Henderson’s Global Perspectives podcast. Before joining the firm in 2017, he held various roles at Goldman Sachs beginning in 2008, most recently vice president, senior portfolio strategist, leading efforts across the US and Asia and previously with Goldman Sachs Principal Strategies, a proprietary hedge fund. Earlier, he was a consultant with The Law and Economic Consulting Group from 2005.
Adam earned his bachelor of science degree in finance from Pennsylvania State University. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.
Head of Fixed Income Strategy
Seth Meyer is Head of Fixed Income Strategy at Janus Henderson Investors, a role he has held since 2022. In this role, Seth informs on the strategic direction and ESG strategy of the fixed income platform, and leads the client portfolio manager team. Additionally, he has been is a portfolio manager on the Corporate Credit and US Fixed Income Teams since 2015. Seth was promoted from an analyst to assistant portfolio manager supporting in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst in 2005. Prior to Janus, he was a consultant relations manager at OppenheimerFunds.
Seth received his bachelor of science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has 25 years of financial industry experience.
Head of Americas Equities
Marc Pinto is Head of Americas Equities at Janus Henderson Investors. He is responsible for leading equity portfolio management and research teams in the US. He is also a member of the Janus Henderson Executive Committee. Marc rejoined the firm in 2023 after having retired in 2021. During this time, he co-founded a private equity firm. Previously, he was a portfolio manager from 1997 to 2021 and joined the firm as a research analyst in 1994. Before this, he was an associate in the investment banking division at Goldman Sachs and a research associate at Fred Alger Management.
Marc received a bachelor of arts degree in history from Yale University and an MBA from Harvard Business School, graduating with distinction. He holds the Chartered Financial Analyst designation and has 40 years of financial industry experience.
US Head of Portfolio Construction and Strategy
Lara Castleton is US Head of Portfolio Construction and Strategy (PCS) at Janus Henderson Investors, a position she has held since 2023. In this role, she works to extend institutional and intermediary client engagement models to clients across the US. Lara joined the PCS team in 2019 as a portfolio strategist and was promoted to senior portfolio strategist in 2021. Lara joined the firm as a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs® curriculum in 2016. Earlier in her career, she was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver.
Lara received her bachelor of arts degree in mathematics from Boston College, graduating magna cum laude. She holds the Chartered Financial Analyst designation and has 10 years of financial industry experience.