Too much pessimism?  Whilst there are some bright spots, such as payments companies, which are beneficiaries of the shift to online shopping, fears about the potential impact of COVID-19 have hit valuations across much of the financial sector. The fall in Polar Capital Global Financials Trust’s (PCFT’s) NAV reflects this situation. The managers are cautious, … Continue reading Polar Capital Global Financials Trust – Too much pessimism?