Financials: Rotation, regulation and recovery

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  • 05 mins 13 secs
While we have seen the beginnings of a revaluation of financials in recent months, we have barely scratched the surface in terms of a rotation to the sector and a narrowing of the discount attached to banks. George Barrow, co-manager of the Polar Capital Global Financials Trust, discusses why he expects to a see a sustained rally in financials, recent regulatory developments and opportunities – especially in emerging markets – that the team is focusing on.