Financials regain their edge on global equity markets

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Publication date: 09 October 2025

Published by: Polar Capital

Author: Tom Dorner, Fund Manager, Polar Capital Global Financials Trust

Tom Dorner, Fund Manager on Polar Capital Global Financials Trust, explores the reasons behind this outperformance and explains why, despite this recent strong run, valuations remain attractive compared with wider equity markets.

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Article originally published by Polar Capital. FE fundinfo is not responsible for its content or accuracy and may not share the author’s views. News and research are not personal recommendations to deal. All investments can fall in value so you could get back less than you invest.

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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