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Hetts: Ignore PEs, Watch Earnings

Hetts: Ignore PEs, Watch Earnings
Bloomberg Markets Thursday 25 June 2026, 16:37 UTC 1 min read
Key Points

Jun 25th, 2026 Hetts: Ignore PEs, Watch Earnings AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker, and why the rally is expanding well beyond Big Tech.

Jun 25th, 2026 Hetts: Ignore PEs, Watch Earnings AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker, and why the rally is expanding well beyond Big Tech. [Image text:] INTRADAY Nasdaq100 29,215.44 lenderson Janus Henderson sHenderson Janus Hend STORS NVESTOR 4.62 Adam Hetts 0.02% JANUSHENDERSON GLOBALHEADOF MULTI-ASSET Bloomberg S&P500,NASDAQ 100REVERSE OPENING GAINS Open Interest
Hetts (PERSON) Watch Earnings AI (ORG) Janus Henderson's (PERSON) Adam Hetts (PERSON) Bloomberg Open Interest (ORG) Big Tech (ORG)
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