The developing themes shaping opportunities for financials
- 04 mins 52 secs
Learning: Unstructured
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.
Tags:
Polar Capital, Equities, Global Equities, George Barrow, Vik Heerah, Interest, Polar Capital, Asia, China, 5Mins, Summer School,
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