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.
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.
Macro Pulse Episode 17
Watch Episode 17 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
Tariffs and tensions: A stagflation storm brewing?
Locally, South Africa’s growth outlook has weakened, with consensus forecasts for 2025 revised down from 1.7% in the first quarter to 1.1%, compared with 0.5% last year.
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.
Macro Pulse Episode 16
Watch Episode 16 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
Macro Pulse Episode 15
Watch Episode 15 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
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