With Financials looking undervalued and set to be a beneficiary of a rising interest rate environment, co-managers of the Polar Capital Global Financials Trust (PCFT) Nick Brind and George Barrow explain why they see the sector offering an attractive opportunity, in the face of an increased risk/moderated growth outlook for markets.

In light of PCFT’s recent AGM, Nick and George also discuss how the Trust has performed over the last year, and given the strong recovery potential in the sector, how they are positioning the Trust as a result.