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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

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.

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Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
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Multi-Asset Multi-Asset
Jacobus Lacock author image Jacobus Lacock

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.

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Fairtree Balanced Prescient Fund Q2 2025 commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

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.

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Fairtree Global Equity Fund Q2 2025 Commentary
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Tariffs and tensions: A stagflation storm brewing?

Locally, South Africa’s growth outlook has weakened, with consensus forecasts for 2025 revised down from 1.7% in the first quarter to 1.1%, compared with 0.5% last year.

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Tariffs and tensions: A stagflation storm brewing?
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Macro Pulse Episode 17

Watch Episode 17 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.

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Macro Pulse Episode 17
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Equity Equity
Karena Naidu author image Karena Naidu

Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5

Fairtree Equity Analyst Christoff Marais and Fairtree Global Investment Specialist Karena Naidu will unpack the ever-evolving world of digital advertising.

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Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Macro Pulse Episode 16

Watch Episode 16 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.

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Macro Pulse Episode 16
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Sponsorship Sponsorship
Barry van Blerk author image Barry van Blerk

Bloemhof Fairtree U16 Hockey Tournament

Fairtree is proud to be the official sponsor of Bloemhof Hockey and the title sponsor of the Bloemhof Fairtree U16 Hockey Tournament, a celebration of rising talent, teamwork and sportsmanship.

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Bloemhof Fairtree U16 Hockey Tournament
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Macro Pulse Episode 15

Watch Episode 15 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.

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Macro Pulse Episode 15
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Third time lucky | South Africa’s 2025 Budget

South Africa’s new Government of National Unity (GNU) finally passed its first Budget after Finance Minister Enoch Godongwana’s third attempt.

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Third time lucky | South Africa’s 2025 Budget
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree BCI Income Plus Fund Q1 2025 Commentary

It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.

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Fairtree BCI Income Plus Fund Q1 2025 Commentary
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary

It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.

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Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary

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