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.
Fairtree FR Income Plus Fund surpasses R20 billion in assets under management
Fairtree has achieved another milestone as the Fairtree FR Income Plus Fund (“Fund”) has surpassed R20 billion in assets under management.
Navigating a momentum-driven market
Global equity markets are currently being driven by a powerful momentum cycle, reshaping the opportunity set across our funds. The AI capex boom has seen beneficiaries such as industrials and semiconductors post exceptional returns.
The countries beneath the index
Emerging markets offer some of the most dynamic and attractive opportunities in global equities. After more than fifteen years of underperformance relative to developed markets, driven by a strong US dollar, weaker earnings growth and corporate governance concerns, the opportunity set looks fundamentally different today.
Why multi-strategy hedge funds matter in today’s markets
For many investors, the term “hedge fund” still conjures images of aggressive trading, excessive risk and investment strategies reserved for a select few. Yet the hedge fund industry has evolved significantly.
Markets caught between oil and interest rates
Markets are currently weighing two opposing forces: the economic support provided by lower oil prices and the potential tightening of financial conditions from additional Fed rate hikes. What could this mean for investors?
The de-equitisation of public markets
For the last two decades, global capital markets have been undergoing a silent but aggressive transformation known as “de-equitisation”. The number of publicly traded companies has more than halved, while the pool of private capital is exploding.
Robotics: a solution to the European population decline?
Populations in developed industrial countries are generally expected to shrink over the next 75 years, and where populations are expected to be maintained, they are reliant on significant immigration to do so.
Europe’s need to invest in breakthrough technology in the energy transition and circular economy
Can Europe innovate its way to independence? Unpacking the 200GW storage challenge and the circular economy.
Fairtree and Mettle Corporate Finance launch joint venture to manage Private Credit Fund
Fairtree and Mettle Corporate Finance have entered into an agreement to collaborate on the creation and management of a new regulated product offering in the private credit space.
Where’s the real hazard in Hazard Rates?
All fixed income securities carry inherent default risk, and investors should be compensated for the potential loss of capital that is associated with such investments.
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.
Fairtree Insights
Subscribe
Stay up to date with the latest market views and insights from Fairtree’s Investment team, delivered to your inbox.
"*" indicates required fields
