Polar Capital

Despite recent strong performance for Financials, many investors are still underappreciating the breadth and depth of opportunities to be found in the second largest sector of global equities. Tom Dorner, Fund Manager on the Polar Capital Global Financials Trust, explores the positive outlook for Financials; strong operating and macroeconomic trends, with tailwinds expected for US Financials as the sector embraces the prospect of deregulation.  https://lnkd.in/evV-rQ_z  #PolarCapital #PCFT #Financials #Outlook

On BBC’s Today programme, Polar Capital Fund Manager George Godber discusses the latest round of US tariffs and the impact they might have on UK equities, as well as the cause and effects of falling domestic gas prices. He also touches on the proposed US ‘crypto reserve’, recent private equity acquisitions and trends in private sector pay. George live at 18:01 https://lnkd.in/eD94GSWj #PolarCapital #UKEquities #Tariffs

Wonderful to welcome so many delegates yesterday to the Polar Capital Investor Conference 2025. From AI and DeepSeek to the Clean Energy ‘trilemma’ and the shifting global economic order, it was great to bring our clients and specialist investment teams together as they discussed a diverse range of thematic and regional investment topics, culminating in a fascinating address from former Secretary of State for Defence, Sir Ben Wallace. Thank you to all our clients who attended – another successful year! We look forward to seeing you all again soon. #PolarCapital #InvestorConference #ActiveManagement

First launched in 1996, Polar Capital Technology Trust (PCT) today reaches a significant milestone and enters the prestigious FTSE 100 Index for the first time. Over nearly three decades, PCT has charted a course though a period of extraordinary technological progress and expansion. Now in the era of AI, the 11-strong Polar Capital Technology Team are excited by what they expect to be one of the most transformative investment opportunities of our lifetimes. PCT remains a distinct offering to investors who want to access the opportunities afforded through large-scale, rapid technological disruption. To all our investors, past and present, we say thank you for the continued support. Read the full story here: https://lnkd.in/euF6ZDwA #PCT #PolarCapital #Technology #FTSE100

Ahead of the Polar Capital Global Healthcare Trust’s upcoming Annual General Meeting, co-managers James Douglas and Gareth Powell take stock of the Trust’s performance over the past year, digging into the macro and portfolio level driving forces behind this. Whilst the sector seems to be underappreciated in the short-term, James and Gareth believe it is poised to recover whilst valuations are compelling. Combined with the Trust’s key investment themes which offer exciting, long-term growth opportunities, James and Gareth argue that the outlook for healthcare in 2025 and beyond is positive. https://lnkd.in/eHEB6Jhx #PolarCapital #PCGH #Healthcare #AGM

On BBC’s Wake Up to Money, Polar Capital Fund Manager George Godber discusses global market reactions to Trump taking office for the second time, his administration’s plans for investment into AI and the reasons behind their focus on the technology sector. He also discusses what closer UK-EU relations might mean for domestic markets, and why he believes that ESG has lost the spotlight. https://lnkd.in/drSEwar2 #PolarCapital #UKEconomy #UKBusiness

In this episode of The Resilient Investor, Gareth Powell, Head of Healthcare at Polar Capital, speaks with David Stevenson about the short and long-term potential of the healthcare sector. From new product cycles to AI-driven transformation and emerging market adoption, Gareth explains why he sees significant opportunities in healthcare as we enter 2025 and beyond. https://lnkd.in/eP3zb2Cn #PolarCapital #PCGH #Healthcare #Podcast

Healthcare managers have had a challenging year but despite this, industry and company fundamentals remain robust. Gareth Powell, Head of Healthcare at Polar Capital, discusses his conviction that healthcare is primed to offer strong, long-term performance driven by themes such as innovation, utilisation and M&A. He also explores the compelling valuations currently on offer throughout the sector. https://lnkd.in/eSRCdaPX #PolarCapital #PCGH #Healthcare #Outlook

In a recent episode of The Resilient Investor podcast, Nick Brind, co-manager of the Polar Capital Global Financials Trust, speaks to David Stevenson about why he believes the Financials sector is important and how it can bring diversification to investors’ portfolios. With interest rates stabilising at more normalised levels, Nick also highlights the supportive backdrop for the sector and some of the long term themes the team are looking at.  Listen to the podcast here: https://lnkd.in/epYphHbk #PolarCapital #PCFT #Financials #Podcast

Why should investors be looking at the Financials sector right now? Tom Dorner, Fund Manager on the Polar Capital Global Financials Trust explains that against a more positive macroeconomic backdrop, sub-sectors like banks, insurance and diversified financials have begun to perform strongly. With this performance set to continue, Tom explains why he believes investors should consider diversifying their portfolios further, with an allocation to the sector. https://lnkd.in/eBubUJ4y #PolarCapital #PCFT #Financials #Outlook