Nick Brind, Co-Fund Manager at Polar Capital Global Financials Trust (LON:PCFT) joins us on the Investor Summit Green Room podcast to run his seasoned eye over the global Financial Services sector – banks, asset managers, Stock Exchanges and online payment businesses.
In Nick’s words, the financials sector hums with the economy and the financial markets, and in that sense it is in a very good place. The sector greases the wheels of the global economy, and at 15% is the second largest sector globally after Tech and ahead of Healthcare.
Although banks are essentially a long-term value play, Nick sees an opportunity in pricing volatility driven by tariffs and the Middle East war – so long as the financial markets remain unspooked.
If you would like to hear more about the Global Financials sector, George Barrow, PCFT Fund Manager is speaking at the Investor Summit on 18th September: https://www.investorsummit.co.uk/
Nick Brind, Co-Fund Manager at Polar Capital Financial Trust (LSE:PCFT) was interviewed by Donald Leggatt.
About the Podcast:
The Investor Summit Green Room is our podcast for active investors. As we look forward to our annual Investor Summit conference at ‘The Brewery’ on September 18th 2026 (www.investorsummit.co.uk), we invite our favourite Fund Managers, economists and financial journalists to grace the Green Room studio and share their wisdom. As a post-script, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course.
See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/
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