HomeResource HubInsightMacro Pulse Episode 18
Insight

Macro Pulse Episode 18

25 July 2025, 08:00 Jacobus Lacock
min read Guides
decor-img
decor-img

Transcript

FAIRTREE INSIGHTS

You may also be interested in

Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.

report thumbnail
Equity Equity

Global Equity Spotlight: Travel Edition Episode 9

What can a trip to China reveal about one of the world’s most important economies? In Episode 9 of our Global Equity Spotlight: Travel Edition series, Global Investment Specialist Karena Naidu sits down with Global Equity Analyst Adam Spagnoletti to unpack the insights from his recent visit to China.

Read more
Global Equity Spotlight: Travel Edition Episode 9
report thumbnail
Equity Equity
Karena Naidu author image Karena Naidu

Global Equity Spotlight Episode 15

In Episode 15 of our Global Equity Spotlight series, Global Investment Specialist Karena Naidu is joined by Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek to explore the factors driving these trends, how the changing composition of the MSCI Emerging Markets Index has reshaped the emerging market landscape, and the implications for investors.

Read more
Global Equity Spotlight Episode 15
report thumbnail
Equity Equity
Karena Naidu author image Karena Naidu

Global Equity Spotlight Episode 14

In this episode, they unpack the sharp rise in momentum across global equity markets and explore what’s driving it, from record retail participation to increasingly crowded hedge fund positioning in semiconductors. They also discuss how we are navigating this environment and where we continue to see opportunities.

Read more
Global Equity Spotlight Episode 14