The Resilient Investor
The Resilient Investor is a podcast series hosted by experienced investment columnist David Stevenson, this regular podcast will prove invaluable for beginner investors. David (an FT columnist for the last 15 years) and regular guests will step by step help explain how investors can become more resilient, and successful, in turbulent, uncertain markets. Each short 20-minute episode is focused on a key subject - such as how to diversify, and why everything is not just about America - and then discusses how new ideas and techniques can make your portfolio more robust in the long term. Survive difficult markets with imaginative ideas!
The Resilient Investor
The Resilient Investor: PCFT on the case for financials
The financial sector is the second largest globally, representing around 15% of global equity markets. It provides unique exposure to banks, insurance, and diversified financials like asset managers and payment companies.
In this episode of The Resilient Investor, David Stevenson speaks with Nick Brind, co-manager of Polar Capital Global Financials Trust (PCFT), about why the financial sector remains essential to a diversified investment portfolio.
With rates likely stabilising higher than pre pandemic levels, should investors be looking to add exposure to the financial sector to their portfolios?
