Ahead of the Annual General Meeting of the Polar Capital Global Financials Trust, co-managers Nick Brind and George Barrow update us on the Trust’s performance and positioning over the past year. They also discuss how the Trust is positioned to reflect an expected shift in US monetary policy this year, exploring opportunities in areas such as alternatives and emerging markets, as well as citing reinsurance and small and mid-cap financials as other key themes for 2024.