Polar Capital

Since the global financial crisis and the sustained period of ‘abnormal’ monetary policy which followed, Financials have struggled whilst high-growth sectors have powered ahead. Yet the macro environment is starting to shift, believes Tom Dorner, Fund Manager on the Polar Capital Global Financials Trust. Tom discusses how equity market leadership is ripe for a change. Financials have been performing strongly, yet valuations remain attractive. The diversity of the sector and its strong operating trends are underappreciated. Is it time to turn greedy for Financials? https://lnkd.in/exvqtFAe #PolarCapital #PCFT #Financials #Outlook

Beyond the huge opportunities that lie in artificial intelligence making knowledge work more efficient and productive, we expect AI to also create new, as yet unknown markets believes Ben Rogoff, Fund Manager on the Polar Capital Technology Trust. Ben draws on key lessons from history to explain why he sees AI as the next general-purpose technology and why disruption will be rapid, wide-spread and impossible to predict to its full extent this early in the technology cycle. Watch the full video: https://lnkd.in/e_UsMBAx #PolarCapital #PCT #Technology #AI

A positive recent earnings season, new exciting innovation cycles, continued high demand for products and services post-Covid – all the ingredients are in place for the healthcare sector to enjoy a period of sustained performance, believes James Douglas, Fund Manager on the Polar Capital Global Healthcare Trust. Watch more on the outlook for healthcare: https://lnkd.in/eTRJZY2A   #PolarCapital #PCGH #Healthcare #Outlook

Discussing how both recent rate cuts and the upcoming US election could affect technology stocks, Ben Rogoff gives his outlook for the sector. Despite recent volatility, he explains why he remains excited about the potential of artificial intelligence and highlights how AI continues to be a key driver as companies increasingly invest in its development. #PolarCapital #PCT #Technology #AI #USElection

With the US presidential election looming in November, many see this as a time of uncertainty for the healthcare sector, which often features prominently on nominees’ agendas for reform. However, as James Douglas, Fund Manager on the Polar Capital Global Healthcare Trust explains, the likely scenario is a split congress and a presidential race that is too close to call – meaning far reaching legislation impacting the sector is unlikely. Watch more on the outlook for healthcare: https://lnkd.in/eTRJZY2A #PolarCapital #PCGH #Healthcare #US #Election

On BBC’s Today programme, Polar Capital Fund Manager George Godber discusses the impact of easing rent and mortgage costs on UK inflation, and explores how falling interest rates could help reduce labour and borrowing costs, potentially reversing the trend of rising business insolvencies. He also touches on the dollar, US interest rates, and offers his outlook for Sterling in light of the UK’s relative political stability. George live at 21:24 https://lnkd.in/ekxj7E7k #PolarCapital #UKEquities #Inflation #InterestRates

In this Hardman & Co video, Tom Dorner, Co-Manager of the Polar Capital Global Financials Trust, discusses the current financial landscape as well as the future prospects for the sector, giving an optimistic long-term outlook. Tom also provides insights into the Trust's performance, investment philosophy, and key sectors of focus, highlighting the team’s approach to risk management and long-term value creation for investors. #PolarCapital #InvestmentTrust #FinancialsOutlook

On Bloomberg TV, Polar Capital Fund Manager Eleanor Lee discusses the volatility of the past week, the Fed’s toolbox and what the recent earnings season is telling us about the market outlook. Eleanor emphasises that we are still early in the innings of a long-term structural story of AI and a coordinated rate-cutting cycle could help facilitate more market breadth. #PolarCapital #EuropeEquities #Earnings

On BBC’s Today programme, Polar Capital Fund Manager George Godber discusses several key topics: the recent semiconductor selloff, the potential impact of a Trump presidency on markets, and the implications of the UK’s approval of lab-grown meat for pets. He also addresses the current strength of the pound, arguing that it reflects investor confidence in the stability of the UK, especially in contrast to the uncertainty in Europe and the US. George live at 19:51. https://lnkd.in/g25hMnEr #PolarCapital #UKeconomy #UKBusiness

We are thrilled that the Polar Capital Global Insurance Fund was a winner at last night’s Investment Week Fund Manager of the Year Awards 2024, picking up the award for the Specialist Equities category. Congratulations to fund managers Nick Martin and Dominic Evans (photographed below) for this hugely prestigious award. #PolarCapital #FMYA24 #FundManagerAwards