An optimistic outlook for global markets
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Alex Crooke, Fund Manager for The Bankers Investment Trust, discusses recent performance of the Trust and highlights which stocks in particular are driving this performance. Alex also looks at the year ahead and explains why he is largely optimistic on the outlook for global markets and highlights which regions and sectors he and his team have been focussing on.
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In this article Alex Crooke, co-head of equities (EMEA and Asia Pacific | Portfolio Manager) assesses the case for financial stocks, (This is marketing.
The case for investing in financials Financial services companies are evolving their business models to meet post-pandemic challenges and increasing competition. By Alex Crooke Entire tomes have been devoted to investing in the financial services sector – hardly surprising when you consider its size, and therefore its significance to the world s capital markets. To say the financial sector is large doesn t do it justice. Of the total market capitalisation of the S&P 500, the world s largest stock market index, financials account for just under 10% of the $28.5 trillion valuation.
1 Turning our attention to the UK market, the sector s dominance is more pronounced still, representing over 25% of the entire market capitalisation of the FTSE All-Share Index.
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