Fairtree Global Equity 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 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 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.
Leo Matthysen | Proud Partner
For years, Fairtree has supported Leo Matthysen on his tennis journey – from an eight-year-old with a racket and a dream in Mitchell’s Plain to a current South African Davis Cup player.
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.
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.
Quarterly Report | Q1 ’25
The South African Reserve Bank (SARB) decreased interest rates by 25 basis points at the January Monetary Policy Committee (MPC) meeting.
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