Hetts: Ignore PEs, Watch Earnings
Bloomberg 2026-06-25 16:37:04
Context: Janus Henderson's Adam Hetts recently appeared on Bloomberg Open Interest, where he shared his insights on the current market trends. According to Hetts, investors are overlooking the more significant story beyond the AI stocks that are currently grabbing the spotlight. Hetts emphasized that earnings, rather than valuations, are the key driver of the markets.
Key Facts
- Janus Henderson's Adam Hetts believes that investors are missing the bigger story beyond the AI stocks that are currently stealing the spotlight.
- Hetts argues that earnings, not valuations, are driving markets, suggesting a shift in investor focus towards corporate performance.