Written by Nick Brind, George Barrow & Tom Dorner, co-managers of the Polar Capital Global Financials Trust.   The global economy is entering a more complex phase. Interest rates are no longer anchored near zero. Governments are deploying fiscal policy more actively. Capital investment – in infrastructure, energy security, defence and digital capacity – is rising in strategic importance.  […]

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Gareth Powell, Head of Healthcare at Polar Capital, explains why he believes sentiment in the healthcare sector may be bottoming out after almost three years of headwinds. He highlights three key drivers supporting his outlook: strong volume growth, broad new product cycles, and renewed M&A momentum. With US policy concerns easing, valuations near multi-decade lows, […]

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George Barrow, co-manager of the Polar Capital Global Financials Trust  Rather than thinking of financials as UK banks plus a couple of insurance stocks, it might be time to see the sector as more like technology or healthcare. Although clearly different in many respects, they are all major global sectors with varied subsectors that diversify […]

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