13 Dec 2023
Economic and Political Roundup Investment companies | Monthly | December 2023 November saw a deepening of the world’s geopolitical woes, with intensifying conflict in the Middle East and continued belligerence in Ukraine. Despite the hostilities, the market mood was optimistic thanks to collapsing US Treasury yields, driving government bonds to their best monthly return since […]
12 Dec 2023
Polar Capital Global Financials Trust Investment companies | Annual Overview | 12 December 2023 Pessimism overdone, time to buy As inflation eases and its looks increasingly like interest rates have peaked for now, the only major potential negative overhanging the financials sector is the thought that central banks may have overdone their tightening, which will […]