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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | October ’23

Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.

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Monthly Report | October ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q3 ’23

The beginning of the third quarter saw the South African Reserve Bank (SARB) pause interest rate hikes, as inflation continued to fall.

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Quarterly Report | Q3 ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | September ’23

Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.

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Monthly Report | September ’23
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Multi-Asset Multi-Asset
Bradley Anthony author image Bradley Anthony

HedgeNews Africa | Fairtree extends Wild Fig access to retail and offshore investors

Fairtree is extending its Multi-Strategy Wild Fig Hedge Fund to a wider audience with the launch of a retail version of the fund on June 1, as well as a dollar version of the strategy which went live earlier this year.

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HedgeNews Africa | Fairtree extends Wild Fig access to retail and offshore investors
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | August ’23

Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.

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Monthly Report | August ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | July ’23

Last month, global equities rallied 3.4% with Emerging Markets outperforming.

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Monthly Report | July ’23
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Private Equity Private Equity
David Evans author image David Evans

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.

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Perspective: EU policy
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q2 ’23

The South African economy remained under pressure from persistent loadshedding during the second quarter of 2023.

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Quarterly Report | Q2 ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | June ’23

Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.

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Monthly Report | June ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | May ’23

Global equities experienced a 1% loss, while the US market gained 0.6%, outperforming non-US markets.

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Monthly Report | May ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Monthly Report | April ’23

Global equities rose 1.8% over the month, with the US underperforming non-US markets.

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Monthly Report | April ’23
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q1 ’23

The South African economy remained under severe pressure from persisting loadshedding during the first quarter of 2023.

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Quarterly Report | Q1 ’23

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