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The developing themes shaping opportunities for financials
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Learning: Unstructured
After a strong start to 2023, and with high interest rates a clear tailwind, watch Polar Capital Global Financials Trust Fund Manager, George Barrow, explore the developing themes that he considers the most significant for the sector over the medium to long-term.
George also discusses the Trust’s exposure to Asia, with India in particular benefiting from strong domestic consumption, robust loan growth, and the China Plus One Strategy.
