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Collective years experience
30
Collective track record
50
Team members
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Fairtree Insights
News and insights
Meet the talented individuals driving our vision forward and delivering investment excellence for our clients.
Private markets and the case for private US real estate
As investors look beyond traditional public markets for differentiated sources of return and diversification, private markets are becoming an increasingly important part of the investment landscape. Private equity, private debt and real estate can introduce sources of return that differ from those available in traditional equities and bonds.
Macro Pulse Episode 37
This episode unpacks the three big themes driving markets in the second half of 2026: US economic and market resilience, the AI capex cycle, and geopolitical instability in the Middle East.
Fairtree Global Equity Fund Q2 2026 commentary
The quarter was defined by two overlapping themes: a sharp rebound from the March US-Iran shock, as the geopolitical risk premium unwound and oil prices retraced, and an exceptionally powerful but highly concentrated AI and semiconductor rally that drove index returns before consolidating in June following a more hawkish shift in interest rate expectations.
Fairtree Global Flexible Income Plus Fund Q2 2026 commentary
The second quarter of 2026 marked a decisive shift in the global rate regime. After more than a year of disinflation and central bank easing, inflation reasserted itself across the major economies, forcing policymakers onto a more hawkish footing and driving a broad repricing of government bonds.