Live broadcast
2026 Outlook Discussion
Watch the 2026 Outlook Discussion recording and hear our portfolio managers across asset classes share their perspectives for the year ahead.
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Content Articles
Read more on topics presented by our featured speakers from the live recording.
Markets and Macro
Author: Jacobus Lacock
Multi-Asset Portfolio Manager & Macro Strategist
South African Equity
Author: Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Global Equity
Fixed Income and Currency
Author: Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Outlook 2026
Featured speakers
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Cornelius Zeeman
Equity Portfolio Manager
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Started in the investment industry
Joined Fairtree
Market Insights
Macro Pulse Episode 28
In this episode, Jacobus Lacock discusses market performance over January, the nomination of Kevin Warsh as the new Fed Chair, and recent South African news, including updates from the SARB and the AGOA extension.
Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Started in the investment industry
Joined Fairtree
Equity
Fairtree Outlook 2026 | SA Equity
As we look ahead to 2026, South African markets sit at the intersection of a gradually improving domestic backdrop and a still-uncertain global environment.
Cornelius Zeeman
Equity Portfolio Manager
Started in the investment industry
Joined Fairtree
Equity
A structural shift in emerging markets has created a compelling long-term opportunity
Emerging markets (EM) continue to present some of the most dynamic and attractive investment opportunities in global equities.
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