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FAIRTREE INSIGHTS
News and insights
Explore a wealth of knowledge from our thought leaders, offering in-depth analysis, market trends and expert commentary to help you navigate the evolving financial landscape.

Third time lucky | South Africa’s 2025 Budget
South Africa’s new Government of National Unity (GNU) finally passed its first Budget after Finance Minister Enoch Godongwana’s third attempt.

Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Janco du Toit & Karena Naidu explore GLP-1 weight loss drugs – once for diabetes, now reshaping obesity treatment – and the leading companies, Eli Lilly and Novo Nordisk.

Fairtree Equity Explorer | Trends, challenges and opportunities in the US housing market | Episode 3
Watch our third episode of the Equity Explorer series, where Gavin van den Berg, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist explore the trends, challenges and opportunites in the US housing market.

Macro Pulse Episode 15
Watch Episode 15 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.