Polar Capital Global Financials trust manager Nick Brind is backing smaller banks to outperform, and predicts a significant boost to financial sector dividends this year.
Polar Capital has seen a drop in assets under management following significant outflows from its range of Japan funds.
Positions in European consumer staples have outperformed in run up to the European Central Bank's quantitative easing programme, as investors look to mimic the highs of US and UK equity markets, according to Polar Capital's Nick Davis.
Polar Capital plans to add a second European Income fund to its range following demand from clients for a fund which excludes UK stocks.
Polar Capital has reported a 'challenging' first half of its financial year after Japanese market movements weighed on the business.
Oliver Wallin, multi-manager investment director at Octopus Investments, has called for more providers to offer hedged share classes on their funds.
Neil Woodford, private equity investor Jon Moulton and former Goldman Sachs Asset Management chair Jim O'Neill are among those to have backed digital bank Atom ahead of its 2015 launch.
People across the world are living longer than ever as healthcare provision improves and medicine advances. But how can investors take advantage of this trend?
Polar Capital has launched a European Income fund for ex-Threadneedle manager Nick Davis, who joined the group last month.
Healthcare will see ‘once-in-a-lifetime’ structural shift