Macro Pulse Episode 6
Welcome to Macropulse, I hope you’re all having a good festive season. Today, we’re gonna look at the GDP print that came out more recently for South Africa.
Wild Fig Multi Strategy Hedge Fund Quarterly Investor Update
Q1 2025 reminded us that the well-known saying “the only constant is change” remains as relevant today as ever before. In a quarter dominated by trade tariffs; new entrants in the artificial intelligence (AI) race.
Macro Pulse Episode 5
Welcome to MacroPulse. Today, we’re gonna look at The US economy, and in particular, the null from barrels report that came out a few weeks ago.
Macro Pulse Episode 4
We’re going to look at the performance of 2024, some recent economic developments, as well as what we expect for the economy and asset classes over 2025.
Macro Pulse Episode 3
Welcome to the third episode of MacroPulse. As we get closer to the end of 2024, we are starting to think about 2025 and how the macro environment could be different next year relative to this year.
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.
Has US exceptionalism peaked?
Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500 returning 25%, led by the “Magnificent 7” at 70%.
Fairtree Market Insights with Karena Naidu | Episode 1
Welcome to Macropulse, and welcome to 2025. As we enter the new year, we ask ourselves, what was the key surprises last year, and how could it impact growth in 2025?
Macro Pulse Episode 2
Welcome to MacroPulse. In this week’s episode, we’re gonna cover the US elections, the recent Fed policy meeting, the Chinese fiscal package, as well as reflecting a little bit on the recent medium term budget set by national treasury.
Macro Pulse Episode 1
Welcome to the first episode of MacroPulse. In this series, we will take you through the major events that shaping the local and global environment.
Fairtree awarded South African Management Company of the Year
Fairtree is honoured to have received the South African Management Company of the Year Award by the Profile Unit Trust Awards.
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