Nick Brind, John Yakas and George Barrow Co-Managers of the Polar Capital Global Financials Trust provide an update of the financials sector and explain why the elephant in the room remains whether we see a much sharper slowdown than markets are starting to imply or a soft landing that is starting to be priced in, mixed signals aside. Either way the team remain constructive on the outlook.
Financials rally as inflation slowdown optimism grows
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