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.
Fairtree FR Income Plus Fund Q2 2026 commentary
The second quarter was characterised by a broad improvement in global market sentiment as the sharp risk-off environment seen in March reversed.
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.
Fairtree Global Flexible Income Plus Fund Q1 2026 commentary
The Fund holds 46 instruments with 365 underlying obligors across a vast array of global and European sectors. By ensuring that each individual exposure is small, we ensure that the portfolio does not rely on the survival of any single borrower.
Fairtree BCI Income Plus Fund Q1 2026 commentary
The first quarter of 2026 was defined by a sharp risk-off environment in March. While the year began with optimism, geopolitical shocks led to a significant repricing of global assets.
Fairtree Global Flexible Income Plus Fund Q4 2025 commentary
Moving to the quarterly performance of European credit, the iTraxx suite of indices produced yet another set of positive numbers.
Fairtree BCI Income Plus Fund Q4 2025 commentary
The global bull market, which started at the beginning of the second quarter, continued without much resistance into the fourth quarter of 2025, with equities across the board rallying strongly over the period.
Fairtree Outlook 2026 | Fixed Income & Currency
South African government bonds delivered exceptional returns in 2025. The FTSE/JSE All Bond Index (ALBI) rose 24.2%, the strongest calendar year performance since 2000, following a 17.2% gain in 2024.
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.
Fairtree Global Flexible Income Plus Fund Q3 2025 Commentary
The bull market which started at the beginning of the second quarter continued unabated into the third quarter of 2025 with North American equities rallying strongly.
Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.
Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary
It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.
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