VideoPCFT Annual General Meeting
Ahead of the Annual General Meeting of the Polar Capital Global Financials Trust, co-managers Nick Brind, Tom Dorner and George Barrow update us on the Trust’s performance and positioning over the past year. They also share their outlook for the sector over the coming year, discussing the political tailwinds for US financials, a higher return on equity for European banks, and the continued strength of underwriting conditions for insurers.