Fairtree SA Balanced Prescient Fund Q1 2026 commentary
Coming into 2026, easing financial conditions supported a continued rally in global risk assets. Equities and commodities advanced as front-end rates declined, central banks extended rate cuts, the US dollar softened, and oil traded below $70 a barrel.
Fairtree Global Emerging Markets Fund Q1 2026 Commentary
U.S. equities declined 4.6% over the quarter, weighed down by a rapid and correlated de-risking across technology-related holdings as advances in AI increased uncertainty around long-term growth expectations, competitive dynamics and valuation assumptions
Fairtree Global Flexible Income Plus Fund Q1 2026 commentary
The Fund holds 46 instruments with 365 underlying obligors across a vast array of global and European sectors. By ensuring that each individual exposure is small, we ensure that the portfolio does not rely on the survival of any single borrower.
Fairtree BCI Income Plus Fund Q1 2026 commentary
The first quarter of 2026 was defined by a sharp risk-off environment in March. While the year began with optimism, geopolitical shocks led to a significant repricing of global assets.
Fairtree SA Equity Prescient Fund Q1 2026 commentary
All markets remain in a state of flux as we move into the second quarter of the year, but within that uncertainty, we see genuine opportunity. The US dollar has continued to soften, and with the Federal Reserve’s rate-cutting cycle well underway, the environment remains broadly supportive for precious metals.
Fairtree Balanced Prescient Fund Q1 2026 commentary
Coming into 2026, easing financial conditions supported a continued rally in global risk assets. Equities and commodities advanced as front-end rates declined, central banks extended rate cuts, the US dollar softened, and oil traded below US$70 a barrel.
Fairtree Global Equity Fund Q1 2026 commentary
Notable portfolio activity during the quarter was focused on adding to high-conviction holdings at more attractive valuation levels. Positions were increased in TSMC, MSCI Taiwan ETF, Samsung, Tencent, Kaspi, Impala and Naspers, where recent share price weakness presented compelling entry points.
Fairtree Global Listed Real Estate Fund Q1 2026 commentary
The year started off on a good note for property stocks, but turned less favourable as tensions between the US and the Middle East brewed, with the fund underperforming the index by 48bps. In absolute terms, the Fund was up 55bps, while the index was up 103bps.
Learn2Live | Giving back with purpose
Recently, our team partnered with Learn2Live, one of our valued Impact Partners, to roll up our sleeves and get involved in a hands-on gardening initiative.
Macro Pulse Episode 32
In this episode, Jacobus discusses the latest developments in the Middle East conflict and its impact on energy flows, the global economy and South Africa, as well as key insights from incoming Fed Chair Kevin Warsh.
Macro Alert: New Fed Chair incoming
A Warsh-led Fed may be more disciplined and proactive, but less interventionist, with reduced forward guidance. This could imply a higher risk premium and increased market volatility.
Fairtree Equity Explorer | The SaaSpocalypse? | Episode 13
In this episode we analyze the “SaaSpocalypse” debate, examining whether AI will disrupt traditional software business models or enhance the productivity of industry incumbents.
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