Fairtree Market Insights: Travel Edition Episode 2
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Equity Explorer Series | Global Electric Vehicle Penetration: Insights into Tesla and BYD | Episode 6
In this session, we’ll highlight the key trends from the past 5–7 years, including: the rollout of charging networks how range anxiety is being addressed the role of regulation in accelerating adoption.
Fairtree Market Insights: Travel Edition Episode 1
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
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.
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.
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.
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