FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
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Trump’s deregulation mission could boost US banks, according to Mark Conrad
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Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
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And the areas of the banking sector that look attractive
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Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy
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Rathbone UK Opportunities’ manager Alexandra Jackson explains her love for UK mid caps and why she is feeling positive
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T Rowe Price head of multi-asset solutions believes inflation will soon peak and the correlation between bonds and equities will drop
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Though it will be tough on many sectors, a tightening of monetary policy should be good news for banks
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Propelled by strong client acquisition
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Polar Capital Global Financials Trust has doubled in price since pandemic tender offer slashed its total assets
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