Macro Pulse Episode 4
We’re going to look at the performance of 2024, some recent economic developments, as well as what we expect for the economy and asset classes over 2025.
Macro Pulse Episode 3
Welcome to the third episode of MacroPulse. As we get closer to the end of 2024, we are starting to think about 2025 and how the macro environment could be different next year relative to this year.
Fairtree Equity Explorer Series | Exploring the Public Cloud Industry | Episode 2
Watch our second episode of the Equity Explorer series, where Christoff Marais, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist explore the rapidly evolving world of public cloud computing, the digital backbone of modern businesses, from startups to global enterprises.
Is the USA Stock market too expensive?
The S&P 500 has enjoyed a stellar decade of growth, compounding at 12% in US dollars. In comparison, the MSCI ACWI (All Country World Index), excluding the USA, has compounded at only 5% over the same period.
Has US exceptionalism peaked?
Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500 returning 25%, led by the “Magnificent 7” at 70%.
Macro Pulse Episode 2
Welcome to MacroPulse. In this week’s episode, we’re gonna cover the US elections, the recent Fed policy meeting, the Chinese fiscal package, as well as reflecting a little bit on the recent medium term budget set by national treasury.
Macro Pulse Episode 1
Welcome to the first episode of MacroPulse. In this series, we will take you through the major events that shaping the local and global environment.
Fairtree awarded South African Management Company of the Year
Fairtree is honoured to have received the South African Management Company of the Year Award by the Profile Unit Trust Awards.
Fairtree Equity Explorer Series | Unpacking the World of Semiconductors | Episode 1
Watch our first episode of the Equity Explorer series, where Ashin Daya, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist, explored the fascinating world of semiconductors—the tiny yet powerful components that power everything from smartphones to supercomputers.
Fairtree Global Flexible Income Plus Fund Q4 2024 Commentary
The NASDAQ produced a rather pleasing 6.36% in USD, which ranks as the 31st best quarter since Q2 2007 or a dataset consisting of 71 quarters.
Fairtree SA Equity Prescient Fund Q4 2024 Commentary
The final quarter of 2024 was dominated by the most debated US election in memory, the outcome of which was a Red clean sweep.
Fairtree BCI Income Plus Fund Q4 2024 Commentary
The fourth quarter witnessed a turnaround in the relative performance of large-cap to mid-cap indices.
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