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 Equity Fund Q2 2025 Commentary
US equities ended the quarter 11.2% higher; however, they experienced pronounced volatility following President Donald Trump’s ‘Liberation Day’ announcements of tariffs on imported goods.
What benchmark is your manager using?
In today’s increasingly complex investment landscape, comparing funds has become both more difficult and important.
Why investors are betting on gold
Gold has long been considered a safe haven asset, especially during periods of economic uncertainty. This is because gold is tangible, anticorrosive and a store of value, unlike modern-day fiat currency.
Should an SA investor still consider emerging markets?
South African investors often ask whether it makes sense to have exposure to global emerging markets in their portfolios. One reason is that the South African market is highly correlated with emerging markets, given that South Africa itself is an emerging market.
Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
Fairtree Equity Analyst Christoff Marais and Fairtree Global Investment Specialist Karena Naidu will unpack the ever-evolving world of digital advertising.
Fairtree Global Equity Fund Q1 2025 Commentary
The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.
Fairtree SA Equity Prescient Fund Q1 2025 Commentary
During Q1, Iron ore increased by 1.6% to US$96.7/t and Brent crude oil increased by 1.6%, ending at US$74.8/bbl.
Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Janco du Toit & Karena Naidu explore GLP-1 weight loss drugs – once for diabetes, now reshaping obesity treatment – and the leading companies, Eli Lilly and Novo Nordisk.
Fairtree Equity Explorer | Trends, challenges and opportunities in the US housing market | Episode 3
Watch our third episode of the Equity Explorer series, where Gavin van den Berg, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist explore the trends, challenges and opportunites in the US housing market.
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.
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