Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Nick Brind: “Banks are one of the biggest beneficiaries of a rise in interest rates”
Manage episode 304496191 series 124416
Financials make up around 15 per cent of global equities, and despite a recent surge the sector remains at a significant discount to the wider market. In this interview, Nick Brind and George Barrow, co-managers of Polar Capital Global Financials Trust (PCFT), tell Mary McDougall how banks look well placed to benefit from any rise in interest rates.
They discuss what impact a rise in rates might have on bad debts, what pockets of the financials sector look most attractive, why they have avoided owning Chinese banks and what their outlook is for HSBC.
Hosted on Acast. See acast.com/privacy for more information.
996 tập
Manage episode 304496191 series 124416
Financials make up around 15 per cent of global equities, and despite a recent surge the sector remains at a significant discount to the wider market. In this interview, Nick Brind and George Barrow, co-managers of Polar Capital Global Financials Trust (PCFT), tell Mary McDougall how banks look well placed to benefit from any rise in interest rates.
They discuss what impact a rise in rates might have on bad debts, what pockets of the financials sector look most attractive, why they have avoided owning Chinese banks and what their outlook is for HSBC.
Hosted on Acast. See acast.com/privacy for more information.
996 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.