Despite several years of strong absolute and relative performance, the Polar Capital Global Financials Team believe there is a compelling case to allocate more to financials from here. Could Trump 2.0 prove a tailwind for the sector?
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Despite several years of strong absolute and relative performance, the Polar Capital Global Financials Team believe there is a compelling case to allocate more to financials from here. Could Trump 2.0 prove a tailwind for the sector?
Polar Capital
16 June 2025
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