Sign In
Last checked at 
7 Jul 2026 15:09
Polar Capital Global Financials - Update note from QuotedData
7 July 2026
Is there an irrational bias against financials?
Financials stocks are still undervalued compared to other sectors and their historical averages. Although earlier gains in 2026 have been lost, Polar Capital Global Financials Trust (PCFT) has outperformed this year in NAV terms, thanks to strong stock selection by its managers.
Some PCFT holdings are already showing strong potential to cut costs and boost profits using AI. This adds to the sector's appeal, as trading conditions normalise and regulations ease. Despite this, many investors still see the sector through the lens of the Global Financial Crisis of nearly 20 years ago. If sentiment changes, there could be a major rerating, and PCFT is well placed to benefit.
Full Research:
https://quoteddata.com/research/polar-capital-global-financials-is-there-an-irrational-bias-against-financials-qd/
This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.
NB: Marten & Co was paid to produce this note Polar Capital Global Financials Trusts Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.
QUOTEDDATA50 Gresham Street | London EC2V 7AYTel: +44 (0) 20 3691 9430
www.quoteddata.com | research@quoteddata.com | www.martenandco.com
Follow the stocks
