Balanced portfolios are best for equities, says Janus Henderson's Adam Hetts

Where do you think is tech beginning to drown out the uncertainty and the fears about stagflationary effects from things like trade and tariffs. A little bit. We feel like tech was sort of drowned out by the fears around tariffs early April around Liberation Day.But what we've seen is tech continues to print these earnings well into the double digits. And it's at all-time highs, but multiples aren't at all-time highs. So, it's not just driven by multiple expansion. It's driven by some fundamentals.And after ...