Skip to content

Contact Us

Insights
Contact us

{{banner.link_text}}

Back to Insights

Market GPS 2023: Finding the silver lining

Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webcast, Janus Henderson’s asset class experts will share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.

Market GPS ESG DE

Jim Cielinski, CFA

Global Head of Fixed Income

Matt Peron

Global Head of Solutions

Steve Cain

Portfolio Manager

Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

25 Jan 2023
1 minute read

Jim Cielinski, CFA

Global Head of Fixed Income

Matt Peron

Global Head of Solutions

Steve Cain

Portfolio Manager

Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

25 Jan 2023
1 minute read

Jim Cielinski, CFA

Global Head of Fixed Income

Jim Cielinski is Global Head of Fixed Income at Janus Henderson Investors, a position he has held since 2017. He oversees all global fixed income products and teams and leads Corporate Credit as well. Previously, Jim was the global head of fixed income for Columbia Threadneedle Investments from 2010. Prior to joining Columbia Threadneedle, he spent 12 years at Goldman Sachs Asset Management as managing director and head of credit. Before that, he was head of fixed income for Utah Retirement Systems, assistant manager of taxable fixed income for Brown Brothers Harriman & Co., and an equity portfolio manager for First Security Investment Management.

Jim received Bachelor of Science degrees in management and finance from the University of Utah and an MBA with a concentration in finance from New York University, Stern School of Business. He holds the Chartered Financial Analyst designation and has 43 years of financial industry experience.

More articles by Jim

Matt Peron

Global Head of Solutions

Matt Peron is Global Head of Solutions at Janus Henderson Investors, a role he has held from 2023. In this capacity, he oversees the Solutions Group, which constructs multi-asset solutions tailored to meet the complex investment goals of clients. He also serves on the Portfolio Oversight Team, which manages portfolio construction across the firm’s equity research suite of portfolios. Matt joined the firm in 2020 as director of research, where he was responsible for leading the Central Research Team as well as portfolio manager for the research strategies until 2024. Prior to joining the firm, Matt had an extensive career in investment management, during which he led investment teams and managed portfolios. His previous roles include director of research, head of equities, and Chief Investment Officer (CIO).

Matt received his Bachelor of Science degree in electrical engineering from Swarthmore College, graduating with distinction, and his MBA from the University of Chicago. He has 36 years of financial industry experience.

More articles by Matt

Steve Cain

Portfolio Manager

Steve Cain is a Portfolio Manager on the Diversified Alternatives Team at Janus Henderson Investors, a position he has held since joining Henderson in 2010. Prior to Henderson, Steve ran Kurtosis Capital Partners. He was a partner as well as a volatility and macro portfolio manager at JWM Partners from 2006 to 2009. From 2004 to 2006, he was founding partner and currency and macro portfolio manager at Nylon Capital. In 2002, he was managing director, head of macro strategies at Shumway Capital Partners. Steve started his career in 1987 in investment banking. Between 1987 and 2002, he held a variety of roles managing currency and emerging market businesses at numerous global investment banks.

Steve received a BA degree (Hons) in philosophy, politics, and economics from Oxford University. He has 39 years of financial industry experience.

More articles by Steve

Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

Adam Hetts is Global Head of Multi-Asset and a Portfolio Manager, leading the Multi-Asset investing and Portfolio Construction & Strategy 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. Portfolio Construction & Strategy strategists support clients in consuming macro and market information into actionable, customised asset allocation solutions. These teams are part of the firm’s Solutions Group, which constructs multi-asset solutions for clients’ complex investment objectives. Adam is frequently featured in financial news including CNBC, Bloomberg, the Wall Street Journal, and other outlets. Before joining the firm in 2017, he held various roles at Goldman Sachs, most recently as senior portfolio strategist, and previously with Goldman Sachs Principal Strategies, a proprietary hedge fund. Earlier, he was a consultant with The Law and Economic Consulting Group.

Adam earned his Bachelor of Science degree in finance from Pennsylvania State University. He holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.

More articles by Adam

The opinions and views expressed are as of the date published and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organization. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.

Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

Investing in a Brighter Future together

Close Notification

TOP

Choose region

Country

Language

What type of investor are you?

You are now leaving our site and entering a website not operated by or affiliated with Janus Henderson Investors. While we aim to point you to useful external websites, we cannot be responsible for their content, opinions, advice or accuracy, even if you utilise the services on the linked site to invest in our products.

The protection of your personal information on other websites is not governed by Janus Henderson Investors privacy policy and Janus Henderson Investors cannot be responsible for the privacy policies utilised on such third party sites, nor for the implementation of such policies by those third parties.

You should review the Terms and Conditions of third party websites and contact the operators of such sites if you have any queries.

You are now leaving Janus Henderson's website and will be redirected to the website of the Securities and Exchange Commission (the "SEC"). Money market funds are required to provide the SEC with a monthly electronic filing of more detailed portfolio holdings information on Form N-MFP.

Janus Henderson is not responsible for the content, accuracy or timeliness and does not make any warranties, express or implied, with regard to the information obtained from other websites. This link should not be construed as either a recommendation or offer to by or sell any securities.