Annual Overview from QuotedData

Polar Capital Global Financials Tst

13 December 2024

 

Polar Capital Global Financials - Annual Overview from QuotedData

13^th December 2024

Taking advantage of a favourable landscape

Markets have experienced a seismic shift in recent months. As we explore in this note, inflation forecasts have changed and with them interest rate expectations. As we discuss on page 6, a Republican clean sweep in the US elections offers the prospect of a favourable landscape for financials, particularly US banks. This has been reflected in the dramatic improvement in the NAV and share price of Polar Capital Global Financials (PCFT) over the past 12 months (see page 12).

PCFT's managers believe that the financials sector is the biggest beneficiary of an ongoing rotation from growth to value, which has much further to go, and that PCFT offers investors an ideal way to play this.

Full Research:

https://quoteddata.com/research/polar-capital-global-financials-taking-advantage-of-a-favourable-landscape-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Polar Capital Global Financials Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

QUOTEDDATA
50 Gresham Street | London EC2V 7AY
Tel: [phone]

www.quoteddata.com | [e-mail] | www.martenandco.com

 

END