131. Living through the great tug of war between value and growth

John Bennett, manager of Janus Henderson European Focus, takes us on an eloquent journey around the continent in this podcast. With topics including V-shaped recoveries 1.0 and 2.0, the great tug of war between growth and value, how the S&P 500 became the S&P5, jumping on the ESG bandwagon, wooden satellite experiments, the winner in the salmon vs red meat argument and the posturing of President Macron – there’s something for every investor.