RCS - Polar Capital Global - Annual Overview from QuotedData
13/12/2024 10:53
For best results when printing this announcement, please click on link below: https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20241213:nRSM0578Qa&default-theme=true RNS Number : 0578Q Polar Capital Global Financials Tst 13 December 2024 Polar Capital Global Financials - Annual Overview from QuotedData 13(th) December 2024 Taking advantage of a favourable landscape Markets have experienced a seismic shift in recent months. As we explore in this note, inflation forecasts have changed and with them interest rate expectations. As we discuss on page 6, a Republican clean sweep in the US elections offers the prospect of a favourable landscape for financials, particularly US banks. This has been reflected in the dramatic improvement in the NAV and share price of Polar Capital Global Financials (PCFT) over the past 12 months (see page 12). PCFT's managers believe that the financials sector is the biggest beneficiary of an ongoing rotation from growth to value, which has much further to go, and that PCFT offers investors an ideal way to play this. Full Research: https://quoteddata.com/research/polar-capital-global-financials-taking-advantage-of-a-favourable-landscape-qd/ (https://quoteddata.com/research/polar-capital-global-financials-taking-advantage-of-a-favourable-landscape-qd/) This research is also available free on our website www.quoteddata.com (http://www.quoteddata.com) where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required. NB: Marten & Co was paid to produce this note Polar Capital Global Financials Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority. QUOTEDDATA 50 Gresham Street | London EC2V 7AY Tel: +44 (0) 20 3691 9430 www.quoteddata.com (http://www.quoteddata.com) | research@quoteddata.com (mailto:research@quoteddata.com) | www.martenandco.com (http://www.martenandco.com) This information is provided by Reach, the non-regulatory press release distribution service of RNS, part of the London Stock Exchange. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com (mailto:rns@lseg.com) or visit www.rns.com (http://www.rns.com/) . RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy) . END NRAUOSRRSKUUAAA