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

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QuotedData Retail

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

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QuotedData Professional

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.

April 5, 2022 April 5, 2022 15 EN

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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

Oakley Capital Investments – Southern Europe strategy plays to strengths

Vietnam Holding – Back this horse

Fidelity Emerging Markets – The long and short of emerging markets

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