QuotedData Retail - Polar Capital Global Financials Trust (PCFT LN) Polar Capital Global Financials Trust - Riding out the storm

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QuotedData Retail

James Carthew ...

Matthew Read

Polar Capital Global Financials Trust - Riding out the storm

Polar Capital Global Financials Trust (PCFT) has been a beneficiary of renewed interest in the financials sector, as economies reopen from the effects of lockdowns and interest rates begin to edge up (as we explain in this note, higher rates should feed into higher margins for banks). Incredibly, the sector is yet to make up the ground it lost relative to the wider market in early 2020, as COVID-19 hit – see Figure 2 on page 5.

05/04/2022 17 EN

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Polar Capital Global Financials Trust

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London Stock Exchange United Kingdom

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Analysts

James Carthew

Matthew Read

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Polar Capital Global Financials Trust - Riding out the storm

Polar Capital Global Financials Trust (PCFT) has been a beneficiary of renewed interest in the financials sector, as economies reopen and interest rates begin to edge up (higher rates should feed into higher margins for banks). Incredibly, the sector is yet to make up the ground it lost relative to the wider market in early 2020, as COVID-19 hit.

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Polar Capital Global Financials Trust - Riding out the storm

Polar Capital Global Financials Trust - Riding out the storm

More to go for

Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

Montanaro UK Smaller Companies – High growth, bigger yield

GCP Infrastructure – Consolidate and capitalise

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