Publication date: 27 March 2023
Published by: Polar Capital
Author: Nick Brind and George Barrow, Fund Managers, Global Financials Team
Ahead of the AGM for the Polar Capital Global Financials Trust on 30 March, Nick Brind and George Barrow discuss why the fear and contagion in the banking sector, arising from the recent collapses of Silicon Valley Bank, Signature Bank and Credit Suisse, feels overdone. They consider how the sector overall remains well capitalised, with strong forward earnings estimates and structural growth opportunities.
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