Publication date: 15 November 2024
Published by: Polar Capital
Author: Nabeel Siddiqui, Analyst, Global Financials Team
Donald Trump winning the US presidential election has accelerated the already strong run in performance of US financials. The Polar Capital Global Financials Team already building momentum over the past year off a much-improved global outlook for the sector, also benefitted from this ‘Trump rally’ through its exposure to large-cap US financials.
Longer-term, the Polar Capital Global Financials team explain why they believe the impending Trump presidency is likely to continue proving a positive tailwind for the sector.
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