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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.

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Macro Pulse Episode 17
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Jacobus Lacock author image Jacobus Lacock

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.

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Tariffs and tensions: A stagflation storm brewing?
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Jacobus Lacock author image Jacobus Lacock

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.

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Macro Pulse Episode 16
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Jacobus Lacock author image Jacobus Lacock

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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Macro Pulse Episode 15
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Jacobus Lacock author image Jacobus Lacock

Third time lucky | South Africa’s 2025 Budget

South Africa’s new Government of National Unity (GNU) finally passed its first Budget after Finance Minister Enoch Godongwana’s third attempt.

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Third time lucky | South Africa’s 2025 Budget
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Macro Pulse Episode 14

Hello, and welcome to MacroPulse. It has been a very volatile start to the year, and this volatility has peaked in early April.

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Macro Pulse Episode 14
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Karena Naidu author image Karena Naidu

Fairtree Market Insights with Karena Naidu | Episode 4

Market Insights, an exciting video series where Karena Naidu, Global Investment Specialist, delves into key insights in global equity markets with Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek.

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Fairtree Market Insights with Karena Naidu | Episode 4
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Macro Pulse Episode 13

Hello, and welcome to MacroPulse. On the April 2, President Trump announced reciprocal tariffs on more than a 80 countries. He also announced more than 10% tariffs on more than 50 countries.

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Macro Pulse Episode 13
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Fairtree Market Insights with Karena Naidu | Episode 3

Market Insights, an exciting video series where Karena Naidu, Global Investment Specialist, delves into key insights in global equity markets with Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek.

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Fairtree Market Insights with Karena Naidu | Episode 3
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Jacobus Lacock author image Jacobus Lacock

Quarterly Report | Q1 ’25

The South African Reserve Bank (SARB) decreased interest rates by 25 basis points at the January Monetary Policy Committee (MPC) meeting.

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Quarterly Report | Q1 ’25
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Macro Pulse Episode 12

Watch Episode 12 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.

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Macro Pulse Episode 12
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Karena Naidu author image Karena Naidu

Fairtree Market Insights with Karena Naidu | Episode 2

Watch Episode 2 of Market Insights, a new video series where Karena Naidu, Global Investment Specialist, delves into key insights in global equity markets with Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek.

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Fairtree Market Insights with Karena Naidu | Episode 2

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