Global Financials Webcast

Join fund managers Nick Brind and Tom Dorner as they discuss the attractive opportunities for Financials in 2025. After strong performance of the sector in 2024, they will explain what they see as the key themes for the sector in the year ahead.

With valuations elevated in other parts of the market, they will explore the key factors shaping financials, including the impact of the U.S. election, potential regulatory changes, and shifting interest rate expectations. They will also discuss sector positioning and share why they favour U.S. financials, remain selective in Europe, and explore opportunities in alternative asset managers, payments, and reinsurance.