Publication date: 05 November 2024
Published by: Polar Capital
Author: George Barrow & Tom Dorner, Fund Managers, Global Financials Team
Offering their outlook on financials, Tom Dorner and George Barrow, Fund Managers of the Polar Capital Global Financials Trust, discuss how an economic soft landing and strong company fundamentals could create a favourable environment for continued sector outperformance.
As the second-largest sector within global equities, they believe financials are an excellent place for investors to diversify, and with valuations still attractive, they highlight the most interesting opportunities and explain how the Trust is positioned accordingly.
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