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Polar Capital Global Financials Trust plc
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Article

Financials regain their edge on global equity markets

The Financials sector has outperformed global equities this year, driven by strong earnings from US and European banks and a rebound in capital markets activity. Tom Dorner explores why attractive valuations, resilient balance sheets and exposure to long-term themes make Financials a compelling way to diversify portfolios.

Tom Dorner
30 Sep 2025

Most viewed insights

Global Financials

Financials regain their edge on global equity markets

Tom Dorner30 Sep 2025

European banks remain compelling despite global uncertainty - August Trust Update

Nick Brind, George Barrow, Tom Dorner8 Sep 2025

The Financials sector’s resilience shows it mean business

Tom Dorner20 Jun 2025

Banks benefit from earnings tailwind - July Trust Update

Nick Brind, George Barrow, Tom Dorner11 Aug 2025
Global Financials

Edison Vantage: PCFT & Global Financials

George Barrow4 Jun 2025

Most viewed insights

Article

Financials regain their edge on global equity markets

Tom Dorner30 Sep 2025
Article

European banks remain compelling despite global uncertainty - August Trust Update

Nick Brind, George Barrow, Tom Dorner8 Sep 2025
Article

The Financials sector’s resilience shows it mean business

Tom Dorner20 Jun 2025
Article

Banks benefit from earnings tailwind - July Trust Update

Nick Brind, George Barrow, Tom Dorner11 Aug 2025
Video

Edison Vantage: PCFT & Global Financials

George Barrow4 Jun 2025
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