Live broadcast
2026 Outlook Discussion
Watch the 2026 Outlook Discussion recording and hear our portfolio managers across asset classes share their perspectives for the year ahead.
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Content Articles
Read more on topics presented by our featured speakers from the live recording.
Markets and Macro
Author: Jacobus Lacock
Multi-Asset Portfolio Manager & Macro Strategist
South African Equity
Author: Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Global Equity
Fixed Income and Currency
Author: Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Outlook 2026
Featured speakers
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Cornelius Zeeman
Equity Portfolio Manager
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Started in the investment industry
Joined Fairtree
Market Insights
Macro Pulse Episode 34
In this episode, Jacobus discusses market resilience despite ongoing geopolitical conflict, the outcomes from Donald Trump’s visit to China, the status of talks between the United States and Iran, and why oil prices have not risen higher. He also focuses on recent US economic and inflation data, the outlook for South Africa’s monetary policy, and the impact of the recent Western Cape floods.
Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Started in the investment industry
Joined Fairtree
Equity
Fairtree Outlook 2026 | SA Equity
As we look ahead to 2026, South African markets sit at the intersection of a gradually improving domestic backdrop and a still-uncertain global environment.
Cornelius Zeeman
Equity Portfolio Manager
Started in the investment industry
Joined Fairtree
Equity
Global Equity Spotlight Episode 15
In Episode 15 of our Global Equity Spotlight series, Global Investment Specialist Karena Naidu is joined by Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek to explore the factors driving these trends, how the changing composition of the MSCI Emerging Markets Index has reshaped the emerging market landscape, and the implications for investors.
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