Financial Credit Lunch

Against a background of sticky inflation due to the disruption to energy supplies, a boom in AI capex spend, a new Fed Governor dropping forward guidance and rising long-term bond yields which has led the US Treasury secretary to intervene what is the outlook for bond markets? 

Nick Brind and Jack Deegan, Managers of the Polar Capital Financial Credit Fund, will share their outlook for the sector and highlight the strong fundamentals of the financial sector and why they continue to be very constructive for the sector against a wider corporate bond sector that is seeing significant issuance from hyperscalers.

Please arrive at 12:30pm for a 12:45pm start.