Financials positioned to benefit from a new economic cycle

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Publication date: 01 April 2026

Published by: Polar Capital

Author: Nick Brind, George Barrow, Tom Dorner, Fund Managers, Global Financials Team

The Polar Capital Global Financials Team believe financials are central to a shifting economic regime of higher rates, active fiscal policy and increased investment. Stronger balance sheets, improving capital efficiency and technology adoption are supporting returns. Despite volatility, they believe the sector’s resilience and cash generation underpin a constructive long-term outlook.

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