Joe Biden as US President-elect, plus multiple vaccines proving successful in the fight against the effects of coronavirus, have given markets globally much-needed good news. This was an instant benefit for banks, as George Barrow explains here, adding that a combination of resilient Q3 company results, stronger than expected consumers and the prospect of easing regulation indicates the outlook for banks could be equally positive.
Global Financials|23 Nov 2020
Fund Manager, Global Financials Team
George joined Polar Capital in September 2010 as an analyst on the Financials Team. He is a co-manager on the Polar Capital Financial Opportunities Fund, with John Yakas, and the Polar Capital Global Financials Trust, with John and Nick Brind.
He has over 10 years’ experience analysing Europe, Asia and emerging markets. Prior to joining Polar Capital, he was an analyst at HIM Capital from 2008 where he completed his IMC.
Inflation and financials – concern or opportunity?
George Barrow, John Yakas, Nick Brind
7 Jun 2021
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