Global Equity Spotlight: Travel Edition Episode 9
What can a trip to China reveal about one of the world’s most important economies? In Episode 9 of our Global Equity Spotlight: Travel Edition series, Global Investment Specialist Karena Naidu sits down with Global Equity Analyst Adam Spagnoletti to unpack the insights from his recent visit to China.
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.
Global Equity Spotlight Episode 14
In this episode, they unpack the sharp rise in momentum across global equity markets and explore what’s driving it, from record retail participation to increasingly crowded hedge fund positioning in semiconductors. They also discuss how we are navigating this environment and where we continue to see opportunities.
Global Equity Spotlight Episode 13
In this episode, we unpack the post-Q1 results season, the earnings surprises emerging across markets, and the strong results from the hyperscalers that has shifted market narratives around big tech.
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.
Fairtree Equity Explorer | The Booking Wars: Booking.com and Trip.com | Episode 14
Explore the drivers of their share gains, the strength of their supply and demand aggregation models, and the competitive dynamics shaping the next phase of growth.
Macro Pulse Episode 33
In this episode, Jacobus breaks down the global oil surge, the AI tech rally, and the impact of SARB rate hikes and fuel prices on South Africa.
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.
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.
Fairtree Calling Education
Fairtree had the privilege of visiting Calling Academy, one of our Impact Partners, to run an introductory financial literacy programme. The students’ enthusiasm was inspiring, and their feedback shows how they’re starting to think about money in new ways.
Beyond the Balance Sheet
The women of Fairtree share what balance means to them and how they invest in their well-being, careers and relationships. This video highlights their perspectives on building a meaningful, values-driven life and the support that helps them thrive.
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