Annual Overview from QuotedData

Summary by AI ^BETAClose X

Polar Capital Global Financials Trust managers remain optimistic about the global financials sector, noting its continued outperformance of global equities and its attractive low valuations compared to other sectors, despite recent strong returns. They highlight that many investors are underweight financials, potentially due to a focus on technology stocks with high valuations, suggesting a possible shift in sentiment towards financials for diversification.

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Polar Capital Global Financials Tst

08 January 2026

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Polar Capital Global Financials - Annual Overview from QuotedData

8 January 2026

Cheap and cheerful

After several years of the global financials sector outperforming global equities, the managers of Polar Capital Global Financials Trust (PCFT) remain positive about the sector's prospects, as they were last May.

They note that many investors overlook or underweight financials. Despite recent strong performance, financials still have the lowest valuations compared to other sectors and are seeing better returns on equity. Many investors, either by choice or through index-tracking ETFs, have large exposures to technology and are becoming more concerned about high valuations there. This could encourage a shift in sentiment towards financials as a way to diversify.

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https://quoteddata.com/research/polar-capital-global-financials-cheap-and-cheerful-qd/

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