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.

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 of the 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 41 years of financial industry experience.

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Matt Peron

Global Head of Solutions

Matt Peron is Global Head of Solutions at Janus Henderson Investors, a role he has held from 2023. He leads the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Additionally, he is a portfolio manager on the firm’s suite of equity research strategies and is chair of the Portfolio Oversight Team that monitors risk for the research portfolios. Matt served as director of research, overseeing the Central Research Team and analysts from 2020 to 2024. Prior to joining the firm, Matt led investment teams, managing portfolios for much of that time, holding various roles, such as head of equities, director of research, and 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 34 years of financial industry experience.

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 37 years of financial industry experience.

Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

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 19 years of financial industry experience.

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Market GPS 2023: Finding the silver lining

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