Word on the Street

#236: Polar Capital - Can high interest rates be good for investors?

Sep 12, 2023
Guest
Will Hobbs
Guest
Nick Brind
Will Hobbs, Chief Investment Officer, and Nick Brind, Fund Manager at Polar Capital, discuss the impact of fluctuating interest rates on the financial sector. They explore the complexity of the sector, the role of key personnel, and the challenges of predicting interest rates. They also highlight the potential for banks and insurance companies to make more money if interest rates return to normal levels.
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Episode notes
1
Introduction
00:00 • 2min
2
The Complexity of the Financial Sector and Regulatory Accounting
02:06 • 2min
3
The Impact of Interest Rates on Banks and Financials
03:45 • 2min
4
Understanding the Role of Key Personnel and Assessing Risks in the Financial Sector
05:45 • 3min
5
The Outlook for the Sector and Interest Rates
08:35 • 8min