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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.

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Macro Pulse Episode 1
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Equity Equity
Kobus Nel author image Kobus Nel

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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Fairtree awarded South African Management Company of the Year  
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Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q4 ’24

October marked the first month of negative performance since the formation of the Government of National Unity (GNU).

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Quarterly Report | Q4 ’24
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q3 ’24

The beginning of the third quarter saw the national election resulting in more positive results than what was expected.

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Quarterly Report | Q3 ’24
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q2 ’24

The South African Reserve Bank (SARB) is expected to follow suit with rate cuts as local inflation risks remain manageable.

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Quarterly Report | Q2 ’24
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q1 ’24

Economic data from South Africa has been weak for the first month of the year.

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Quarterly Report | Q1 ’24
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q4 ’23

Local equity markets had a negative month during October, as global factors had a significant impact on emerging markets sentiments.

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Quarterly Report | Q4 ’23
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q3 ’23

The beginning of the third quarter saw the South African Reserve Bank (SARB) pause interest rate hikes, as inflation continued to fall.

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Quarterly Report | Q3 ’23
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q2 ’23

The South African economy remained under pressure from persistent loadshedding during the second quarter of 2023.

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Quarterly Report | Q2 ’23
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q1 ’23

The South African economy remained under severe pressure from persisting loadshedding during the first quarter of 2023.

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Quarterly Report | Q1 ’23
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q4 ’22

The South African medium-term budget during October received a positive reaction from markets. This was mainly due to expected strong revenue over runs along with fiscal discipline.

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Quarterly Report | Q4 ’22
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q3 ’22

During the third quarter of 2022, South Africa experienced a record length of consecutive loadshedding. The South African economy also experienced the impact of lower commodity prices and slower global growth.

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Quarterly Report | Q3 ’22

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