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 Equity Fund Q2 2025 Commentary
US equities ended the quarter 11.2% higher; however, they experienced pronounced volatility following President Donald Trump’s ‘Liberation Day’ announcements of tariffs on imported goods.
Tariffs and tensions: A stagflation storm brewing?
Locally, South Africa’s growth outlook has weakened, with consensus forecasts for 2025 revised down from 1.7% in the first quarter to 1.1%, compared with 0.5% last year.
Macro Pulse Episode 17
Watch Episode 17 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
Fairtree Equity Analyst Christoff Marais and Fairtree Global Investment Specialist Karena Naidu will unpack the ever-evolving world of digital advertising.
Macro Pulse Episode 16
Watch Episode 16 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
Bloemhof Fairtree U16 Hockey Tournament
Fairtree is proud to be the official sponsor of Bloemhof Hockey and the title sponsor of the Bloemhof Fairtree U16 Hockey Tournament, a celebration of rising talent, teamwork and sportsmanship.
Macro Pulse Episode 15
Watch Episode 15 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
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.
Fairtree Global Equity Fund Q1 2025 Commentary
The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.
Fairtree Global Listed Real Estate Fund Q1 2025 Commentary
The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.
Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Janco du Toit & Karena Naidu explore GLP-1 weight loss drugs – once for diabetes, now reshaping obesity treatment – and the leading companies, Eli Lilly and Novo Nordisk.
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