Growth or value in US equities û or both?

Asian investors underweighting the US will miss out from both the growth perspective of Janus Capital Management and that of value stalwarts PPM America.According to Richard Brody, head of equity management at Illinois-based PPM America and Gibson Smith, co-chief investment officer at Colorado-based Janus, the consensus view of the US economy, largely derived from recent turbulence surrounding the status of sub-prime lending, is wrong, and investors can expect both their investment st…