After a strong start to 2023, and with high interest rates a clear tailwind, watch Polar Capital Global Financials Trust Fund Manager, George Barrow, explore the developing themes that he considers the most significant for the sector over the medium to long-term.
George also discusses the Trust’s exposure to Asia, with India in particular benefiting from strong domestic consumption, robust loan growth, and the China Plus One Strategy.The developing themes shaping opportunities for financials
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