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 SA Equity Prescient Fund Q1 2025 Commentary
During Q1, Iron ore increased by 1.6% to US$96.7/t and Brent crude oil increased by 1.6%, ending at US$74.8/bbl.
Fairtree Balanced Prescient Fund Q1 2025 Commentary
The first quarter of 2025 was marked by significant market volatility driven by shifting geopolitical dynamics, trade uncertainties, and changing fiscal policies across major economies.
Fairtree Global Flexible Income Plus Fund Q4 2024 Commentary
The NASDAQ produced a rather pleasing 6.36% in USD, which ranks as the 31st best quarter since Q2 2007 or a dataset consisting of 71 quarters.
Fairtree SA Equity Prescient Fund Q4 2024 Commentary
The final quarter of 2024 was dominated by the most debated US election in memory, the outcome of which was a Red clean sweep.
Fairtree BCI Income Plus Fund Q4 2024 Commentary
The fourth quarter witnessed a turnaround in the relative performance of large-cap to mid-cap indices.
Fairtree Global Listed Real Estate Fund Q4 2024 Commentary
The fourth quarter was challenging for real estate stocks as the rate cuts that were priced in for 2024 and 2025 were reduced, making forecasts less favourable and debt more expensive.
Fairtree Global Equity Fund Q4 2024 Commentary
The US market climbed 2.7% over the quarter following Donald Trump’s victory in the presidential election, while the US economy continued to power ahead with an annualised GDP growth of 3.1% in the third quarter.
Fairtree Balanced Prescient Fund Q4 2024 commentary
While 2024 was all about Politics, 2025 will be all about Policies. Almost half of the global population voted in elections last year.
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