Macro Pulse Episode 19
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
Moby bikes
Moby is a multi-modal bike-as-a-service business that runs B2B and B2C mobility businesses in Ireland and the Netherlands, with leased assets for restaurants and delivery riders, as well as operating city contracts for consumers.
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 Balanced Prescient Fund Q2 2025 commentary
We anticipate continued macroeconomic uncertainty throughout 2025. Global investors remain cautious amid evolving geopolitical tensions and shifting trade policies.
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.
Fairtree Market Insights: Travel Edition Episode 6
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 5
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Macro Pulse Episode 18
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
Fairtree Market Insights: Travel Edition Episode 4
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 3
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 2
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 1
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
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