Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
Transcript
Topics
FAIRTREE INSIGHTS
You may also be interested in
Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.
Macro Pulse Episode 41
In our latest episode of Macro Pulse, Jacobus Lacock discusses rising global bond yields, stubbornly high energy and fuel prices and a packed election calendar.
Fairtree Equity Explorer | A check-in on consumer staples| Episode 18
Household budgets remain under pressure, prompting consumer staples companies to shift their focus from inflation-led price increases to sustainable volume growth. In Episode 18 of Equity Explorer, we take a closer look at the trends and changing consumer preferences shaping the sector through the lens of two retail heavyweights: The Coca-Cola Company and Procter & Gamble.
Macro Pulse Episode 40
In this episode, Jacobus discusses recent market weakness and the factors driving it, including rising bond yields, central bank rate hikes, escalating conflict in the Middle East and concerns around AI. He also examines the latest economic data from China and South Africa.
About you…
By proceeding, I confirm that:
- To the best of my knowledge, and after making all necessary enquiries, I am permitted under the laws of my country of residence to access this site and the information it contains.
- I have read, understood, and agree to be bound by the Terms and Conditions and Privacy Policy.
Important notice: Please beware of fraudulent WhatsApp groups and social media accounts pretending to be affiliated with Fairtree or Fairtree employees.
If you do not meet these requirements, or are unsure whether you do, please click “Decline” and do not continue.