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.
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.
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.
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.
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.
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.
Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Janco du Toit & Karena Naidu explore GLP-1 weight loss drugs – once for diabetes, now reshaping obesity treatment – and the leading companies, Eli Lilly and Novo Nordisk.
Macro Pulse Episode 14
Hello, and welcome to MacroPulse. It has been a very volatile start to the year, and this volatility has peaked in early April.
Fairtree Market Insights with Karena Naidu | Episode 4
Market Insights, an exciting video series where Karena Naidu, Global Investment Specialist, delves into key insights in global equity markets with Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek.
Macro Pulse Episode 13
Hello, and welcome to MacroPulse. On the April 2, President Trump announced reciprocal tariffs on more than a 80 countries. He also announced more than 10% tariffs on more than 50 countries.
Fairtree Equity Explorer | Trends, challenges and opportunities in the US housing market | Episode 3
Watch our third episode of the Equity Explorer series, where Gavin van den Berg, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist explore the trends, challenges and opportunites in the US housing market.
Fairtree Market Insights with Karena Naidu | Episode 3
Market Insights, an exciting video series where Karena Naidu, Global Investment Specialist, delves into key insights in global equity markets with Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek.
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