Publication date: 02 April 2025
Published by: Polar Capital
Author: Nick Bring, George Barrow & Tom Dorner, Fund Managers, Global Financials Team
Ahead of the Annual General Meeting of the Polar Capital Global Financials Trust on 10 April, co-managers Nick Brind, Tom Dorner and George Barrow update us on the Trust’s performance and positioning over the past year.
They also share their outlook for the sector over the coming year, discussing the political tailwinds for US financials, a higher return on equity for European banks, and the continued strength of underwriting conditions for insurers. They believe that financials offer compelling value, and with a shifting investment landscape argue that now could be an excellent time to invest in the sector.
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