Monthly Report | August ’23
Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.
Monthly Report | July ’23
Last month, global equities rallied 3.4% with Emerging Markets outperforming.
Perspective: EU policy
On the 16 April 2023 the Dutch cabinet announced a €28b climate investment package, with an additional €5b also allocated to an expansion of nuclear energy.
Quarterly Report | Q2 ’23
The South African economy remained under pressure from persistent loadshedding during the second quarter of 2023.
Monthly Report | June ’23
Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.
Monthly Report | May ’23
Global equities experienced a 1% loss, while the US market gained 0.6%, outperforming non-US markets.
Monthly Report | April ’23
Global equities rose 1.8% over the month, with the US underperforming non-US markets.
Quarterly Report | Q1 ’23
The South African economy remained under severe pressure from persisting loadshedding during the first quarter of 2023.
Monthly Report | March ’23
Global equities rose 2.8% over the month, with the US outperforming non-US and emerging markets.
Fairtree Balanced Prescient Fund as an investment solution for multi-asset & building block investors.
The flagship, multi-asset fund solution, the Fairtree Balanced Prescient Fund, has produced stellar inflation-beating returns over the last 5 years and continues to challenge the larger, traditional fund solutions in the popular >R1tn multi-asset fund category.
Monthly Report | January ’23
Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.
Perspective: Precision Fermentation
One of the emerging areas in nutrition that we have some interest in exploring, and have spent some time developing deal pipeline in, is in the area of Precision Fermentation.
Values-driven investing
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