POLAR CAPITAL

Polar Capital is a specialist, investment-led, active fund manager. The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 14 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £30.6 billion (as at 31 March 2026).

POLAR CAPITAL articles / content

Space: Investing beyond terrestrial constraints

POLAR CAPITAL

Space: Investing beyond terrestrial constraints

Polar Capital's Smart Energy team explain why collapsing launch costs are transforming space from a launch business into an infrastructure...

AI, memory and recent market volatility

POLAR CAPITAL

AI, memory and recent market volatility

Global Technology Fund Manager Nick Evans discusses the recent weeks’ market volatility, where he covers the anti-AI/momentum rotation, weakness in...

Where we really are in the AI cycle

POLAR CAPITAL

Where we really are in the AI cycle

Polar Capital's Global Technology team explain why agentic AI transforms a productivity tool into a general-purpose force reshaping every sector...

Are you positioned for the age of AI?

POLAR CAPITAL

Are you positioned for the age of AI?

Managers Xuesong Zhao and Ben Rogoff discuss how AI is no longer a talking point, and is delivering world change...

Beyond AI: Emerging markets ripe for rethink, not just tech

POLAR CAPITAL

Beyond AI: Emerging markets ripe for rethink, not just tech

Polar Capital's Emerging Markets & Asia team discuss where they see the next wave of opportunities are coming from across...

What ‘the Hormuz squeeze’ tells us about credit markets

POLAR CAPITAL

What ‘the Hormuz squeeze’ tells us about credit markets

Nick Brind and Jack Deegan explain how financial conditions are tightening in ways that echo some of history's most disruptive...

The full scale of the AI opportunity – the $44trn wage bill

POLAR CAPITAL

The full scale of the AI opportunity – the $44trn wage bill

Many investors remain focussed on AI infrastructure, but Xuesong Zhao argues the bigger opportunity lies elsewhere.

From conflict to compute: Navigating emerging markets in 2026

POLAR CAPITAL

From conflict to compute: Navigating emerging markets in 2026

Despite Middle East tensions introducing volatility across EMs, Jorry Nøddekær believes markets are more constrained by compute power than by...

From hype to proof: AI’s inflection point

POLAR CAPITAL

From hype to proof: AI’s inflection point

The macro backdrop has been volatile but the AI trade has remained resilient. Xuesong Zhao explains why and what it...

25 lessons from 25 years of insurance investing

POLAR CAPITAL

25 lessons from 25 years of insurance investing

Nick Martin reflects on nearly 25 years running the strategy and shares the lessons that have shaped his investment approach.

Healthcare: Led by science, driven by returns

POLAR CAPITAL

Healthcare: Led by science, driven by returns

Using real-world drug development stories, James Douglas and Damiano Soardo highlight how breakthrough science can translate into powerful earnings upgrades

Biotech’s strengths: Innovation and product launches

POLAR CAPITAL

Biotech’s strengths: Innovation and product launches

David Pinniger discusses the themes that he believes will act as catalysts for the biotechnology sector.

The AI race is accelerating: Winners, losers, and disruptive change

POLAR CAPITAL

The AI race is accelerating: Winners, losers, and disruptive change

Ben Rogoff explains why he believes AI is entering a more disruptive phase, driven by rapid model evolution and the...

Can broadening growth redefine emerging markets?

POLAR CAPITAL

Can broadening growth redefine emerging markets?

Jorry Nøddekær believes improving liquidity, softening dollar strength and broadening earnings growth are laying the groundwork for another strong year...

Who are the real AI winners?

POLAR CAPITAL

Who are the real AI winners?

Nick Evans expects 2026 to bring a major acceleration in AI adoption, a shift that will become impossible for investors...