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.
Fairtree Equity Explorer Series | Unpacking the World of Semiconductors | Episode 1
Watch our first episode of the Equity Explorer series, where Ashin Daya, Fairtree Equity Analyst, and Karena Naidu, Fairtree Global Investment Specialist, explored the fascinating world of semiconductors—the tiny yet powerful components that power everything from smartphones to supercomputers.
Fairtree Global Flexible Income Plus Fund Q4 2024 Commentary
The NASDAQ produced a rather pleasing 6.36% in USD, which ranks as the 31st best quarter since Q2 2007 or a dataset consisting of 71 quarters.
Fairtree SA Equity Prescient Fund Q4 2024 Commentary
The final quarter of 2024 was dominated by the most debated US election in memory, the outcome of which was a Red clean sweep.
Fairtree BCI Income Plus Fund Q4 2024 Commentary
The fourth quarter witnessed a turnaround in the relative performance of large-cap to mid-cap indices.
Fairtree Global Listed Real Estate Fund Q4 2024 Commentary
The fourth quarter was challenging for real estate stocks as the rate cuts that were priced in for 2024 and 2025 were reduced, making forecasts less favourable and debt more expensive.
Fairtree Global Equity Fund Q4 2024 Commentary
The US market climbed 2.7% over the quarter following Donald Trump’s victory in the presidential election, while the US economy continued to power ahead with an annualised GDP growth of 3.1% in the third quarter.
Fairtree Balanced Prescient Fund Q4 2024 commentary
While 2024 was all about Politics, 2025 will be all about Policies. Almost half of the global population voted in elections last year.
Celebrating five years of the Fairtree Global Equity Prescient Feeder Fund
As we mark the fifth anniversary since the team, process and philosophy of the Fairtree Global Equity Prescient Feeder Fund changed, we reflect on the milestones achieved over the past half-decade.
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