Macro Pulse Episode 21
In this episode Jacobus discusses SA equities, SA bonds and the appreciating of the US dollar.
Fairtree Market Insights with Karena Naidu | Episode 8
In this episode, we dive into our Chinese exposure, exploring what’s happening with the major e-commerce players in China. We also take a closer look at the broader emerging markets space, unpacking key trends and where we’re seeing potential growth.
Macro Pulse Episode 20
In this episode, Jacobus discusses major events leading up to year-end, recent US court cases, and the rise in long bond yields.
Fairtree Market Insights with Karena Naidu | Episode 7: Part 2
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 Market Insights with Karena Naidu | Episode 7: Part 1
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.
Wild Fig Multi Strategy Hedge Fund Q2 Investor Update
Quarter 2 headlines were driven by Trump 2.0 and his policies surrounding the US tariff trade stance, the ensuing widespread global market sell-off and the subsequent 90-day pause that triggered a sharp reversal of these losses.
Fairtree Equity Explorer | Kazakhstan’s dynamic financial sector | Episode 7
In this session Seipati Rakgoale, Equity Analyst unpacks the evolution of Kazakhstan’s dynamic financial sector, with a spotlight on two of its leading players: Kaspi and Halyk Bank.
Macro Pulse Episode 19
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
Moby bikes
Moby is a multi-modal bike-as-a-service business that runs B2B and B2C mobility businesses in Ireland and the Netherlands, with leased assets for restaurants and delivery riders, as well as operating city contracts for consumers.
Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.
Fairtree SA Equity Prescient Fund Q2 2025 Commentary
During Q2, Bonds increased by 5.9% and Cash returned 1.9%. The MSCI Emerging Market Index increased by 11.9% (in USD), outperforming the MSCI World Index, which increased by 11.4% (in USD). The MSCI South Africa Index increased by 13.6% (in USD).
Fairtree Global Listed Real Estate Fund Q2 2025 Commentary
The second quarter was volatile, given political uncertainties and geopolitical pressures. The Fund rose 3%, while the benchmark gained 4.4%, resulting in marginal underperformance for the period.
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