Fairtree BCI 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 Balanced Prescient Fund Q2 2025 commentary
We anticipate continued macroeconomic uncertainty throughout 2025. Global investors remain cautious amid evolving geopolitical tensions and shifting trade policies.
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.
Fairtree Market Insights: Travel Edition Episode 6
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 5
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Macro Pulse Episode 18
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.
Fairtree Market Insights: Travel Edition Episode 4
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 3
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 2
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Equity Explorer Series | Global Electric Vehicle Penetration: Insights into Tesla and BYD | Episode 6
In this session, we’ll highlight the key trends from the past 5–7 years, including: the rollout of charging networks how range anxiety is being addressed the role of regulation in accelerating adoption.
Fairtree Market Insights: Travel Edition Episode 1
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
SAA: The silent engine that drives long-term returns
In multi-asset investing, the interplay between strategic asset allocation (SAA) and tactical asset allocation (TAA) is vital in achieving return objectives while minimising risk.
Values-driven investing
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields
