Is the USA Stock market too expensive?
The S&P 500 has enjoyed a stellar decade of growth, compounding at 12% in US dollars. In comparison, the MSCI ACWI (All Country World Index), excluding the USA, has compounded at only 5% over the same period.
Has US exceptionalism peaked?
Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500 returning 25%, led by the “Magnificent 7” at 70%.
Macro Pulse Episode 2
Welcome to MacroPulse. In this week’s episode, we’re gonna cover the US elections, the recent Fed policy meeting, the Chinese fiscal package, as well as reflecting a little bit on the recent medium term budget set by national treasury.
Macro Pulse Episode 1
Welcome to the first episode of MacroPulse. In this series, we will take you through the major events that shaping the local and global environment.
Fairtree awarded South African Management Company of the Year
Fairtree is honoured to have received the South African Management Company of the Year Award by the Profile Unit Trust Awards.
Fairtree Equity Explorer Series | Unpacking the World of Semiconductors | Episode 1
Watch our first episode of the Equity Explorer series, where Ashin Daya, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist, explored the fascinating world of semiconductors—the tiny yet powerful components that power everything from smartphones to supercomputers.
Fairtree Global Listed Real Estate Fund Q4 2024 Commentary
The fourth quarter was challenging for real estate stocks as the rate cuts that were priced in for 2024 and 2025 were reduced, making forecasts less favourable and debt more expensive.
Fairtree Global Equity Fund Q4 2024 Commentary
The US market climbed 2.7% over the quarter following Donald Trump’s victory in the presidential election, while the US economy continued to power ahead with an annualised GDP growth of 3.1% in the third quarter.
Fairtree Capital acquires minority share in MidSquare Capital
Fairtree Capital, the South African holding company of the local Fairtree group of companies, is pleased to announce that it has acquired a minority equity investment in cryptocurrency and decentralised finance asset management business, MidSquare Capital.
Market Insights | Franchising Unveilied
Imagine finding a pot of gold at the end of the rainbow; franchising might just be that treasure for capital-intensive companies. Franchising is a business model that has been around for decades, thriving especially in the fast-food sector.
Fairtree Blended Equity Prescient Fund | Understanding the ASISA category changes
Following our previous article on the Fairtree Blended Equity Prescient Fund’s one-year anniversary, we would like to shed light on the recent ASISA category changes and what they mean for you when comparing funds.
Quarterly Report | Q4 ’24
October marked the first month of negative performance since the formation of the Government of National Unity (GNU).
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