The tailwinds behind Financials in 2026

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Publication date: 19 January 2026

Published by: Polar Capital

Author: Nick Brind, George Barrow, Tom Dorner, Fund Mangers, Global Financials Team

The Global Financials team share their outlook for 2026, discussing why they expect a continued reduction in regulation to allow banks in the US and Europe to return excess capital to shareholders. 

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