Live broadcast

Live Outlook Discussion

You can find the webinar recordings below, along with additional resources spanning our investment capabilities, to help you explore the key themes shaping the investment landscape.

CPD accreditation: The webinars have been accredited for CPD points.

Traditional Investing

Macro
SA equity
Global equity
Fixed income

Alternative Investing

Hedge funds
Private equity
Venture capital
Private real estate

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Videos by topic

Jacobus Lacock

Multi-Asset Portfolio Manager & Macro Strategist

This is a cut down version. The full recording is available further below.
Watch time: 19m

PANEL

Speakers

Jacobus Lacock

Multi-Asset Portfolio Manager & Macro Strategist

Chantelle Baptiste

Equity Portfolio Manager & Head of SA Equity Research

Paul Crawford

Fixed Income Portfolio Manager

Jacques Haasbroek

Equity Portfolio Manager

MJ Dippenaar

Multi-Strategy Hedge Fund Analyst & Private Real Estate Specialist

David Evans

Managing Director: Fairtree Elevant Ventures

David Hoyme

Private Equity Specialist

Kamini Naidoo

Head: SA Alternatives & Multi-Strategy Portfolio Manager

Yamkela Mthembu

Strategic Partnership Manager

Jacobus Lacock

Multi-Asset Portfolio Manager & Macro Strategist

2004

Started in the investment industry

2011

Joined Fairtree

Jacobus joined Fairtree in 2011 and is a Multi-Asset Portfolio Manager & Macro Strategist as well as a Fixed Income Portfolio Manager in the Investment team. Prior to joining Fairtree, he spent five years at Goldman Sachs Asset Management in London, where he served as UK Head of Fixed Income and Currency Product Management. He holds a Bachelor of Commerce Honours degree in Economics from the University of Stellenbosch and is a CFA® charterholder.

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Market Insights

Macro Pulse Episode 34

In this episode, Jacobus discusses market resilience despite ongoing geopolitical conflict, the outcomes from Donald Trump’s visit to China, the status of talks between the United States and Iran, and why oil prices have not risen higher. He also focuses on recent US economic and inflation data, the outlook for South Africa’s monetary policy, and the impact of the recent Western Cape floods.

Chantelle Baptiste

Equity Portfolio Manager & Head of SA Equity Research

2011

Started in the investment industry

2017

Joined Fairtree

Chantelle joined Fairtree in 2017 and is an Equity Portfolio Manager & Head of SA Equity Research in the Investment team. She began her career in 2006 at Deloitte, where she completed her articles. She then joined Barclays Africa, initially working in the Finance team before moving into Equity Research, where she served as a sell-side analyst covering South African banks and general financials. In 2016, she was ranked #2 in General Financials and #6 in SA Banks in the……

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Equity

Fairtree Outlook 2026 | SA Equity

As we look ahead to 2026, South African markets sit at the intersection of a gradually improving domestic backdrop and a still-uncertain global environment.

Paul Crawford

Fixed Income Portfolio Manager

1999

Started in the investment industry

2013

Joined Fairtree

Paul joined Fairtree in 2013 and is a Fixed Income Portfolio Manager in the Investment team. He began his career in 1992 at Eskom, where he worked in load research, power system protection, and the Cape distributor for five years. He then transitioned into financial services, working on Standard Corporate and Merchant Bank’s Interest Rate Products desk, specialising in trading and management of interest rate derivatives for two years. In 1999, he entered the asset management industry, first at Gryphon……

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Fixed Income

Fairtree Global Flexible Income Plus Fund Q1 2026 commentary

The Fund holds 46 instruments with 365 underlying obligors across a vast array of global and European sectors. By ensuring that each individual exposure is small, we ensure that the portfolio does not rely on the survival of any single borrower.

Jacques Haasbroek

Equity Portfolio Manager

2014

Started in the investment industry

2023

Joined Fairtree

Jacques joined Fairtree in 2023 and is an Equity Portfolio Manager in the Investment team. He began his career in 2012, completing his articles at Deloitte. In 2015, he joined Aylett & Co. Fund Managers as an equity analyst, before moving to Centaur Asset Management, where he spent nearly six years in equity research and portfolio management roles. Jacques holds a Bachelor of Accounting and an Honours degree in Accounting and Finance from Stellenbosch University. He is also a Chartered……

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Equity

Global Equity Spotlight Episode 15

In Episode 15 of our Global Equity Spotlight series, Global Investment Specialist Karena Naidu is joined by Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek to explore the factors driving these trends, how the changing composition of the MSCI Emerging Markets Index has reshaped the emerging market landscape, and the implications for investors.

MJ Dippenaar

Multi-Strategy Hedge Fund Analyst & Private Real Estate Specialist

2016

Started in the investment industry

2019

Joined Fairtree

Michael-John joined Fairtree in 2019 and is a Multi-Strategy Hedge Fund Analyst and Private Real Estate Specialist in the Investment team. Before joining Fairtree, he co-founded Sxuirrel, a technology start-up based in South Africa. Michael-John holds a Bachelor of Commerce degree in Investment and Financial Management and an Honours degree in Financial Analysis, both from the University of Stellenbosch. He also completed the Summer Institute for General Management at Stanford University Graduate School of Business.

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David Evans

Managing Director: Fairtree Elevant Ventures

2000

Started in the investment industry

2021

joined Fairtree

David joined Fairtree in 2021 and is the Managing Director of Fairtree Elevant Ventures. He founded and leads the European venture growth fund and leads investments in exceptional businesses that are transforming their industries through shifting consumer behaviour, emerging channels and disruptive technology. He began his career as a consultant in Bain & Company’s Private Equity Group, before taking on strategic and general management roles at SABMiller and then transitioning to building businesses as an entrepreneur. From 2010 to 2020……

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Private Equity

The de-equitisation of public markets

For the last two decades, global capital markets have been undergoing a silent but aggressive transformation known as “de-equitisation”. The number of publicly traded companies has more than halved, while the pool of private capital is exploding.

Kamini Naidoo

Head: SA Alternatives & Multi-Strategy Portfolio Manager

2009

Started in the investment industry

2026

Joined Fairtree

Kamini joined Fairtree in 2026 and is the Head of SA Alternatives and a Multi-Strategy Portfolio Manager in the Investment team. She brings extensive experience in alternatives and portfolio management, having spent 17 years at Momentum Investments. During her time there, she served as a Portfolio Manager in the alternatives business and was responsible for the hedge fund business. In 2024, she took on the dual role of Deputy Chief Investment Officer at the Multi-Manager and Chief Investment Officer of……

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Multi-Asset

Why multi-strategy hedge funds matter in today’s markets

For many investors, the term “hedge fund” still conjures images of aggressive trading, excessive risk and investment strategies reserved for a select few. Yet the hedge fund industry has evolved significantly.

Yamkela Mthembu

Strategic Partnership Manager

Investment industry experience

2025

Joined Fairtree

Yamkela joined Fairtree in 2025 and is a Strategic Partnership Manager in the Distribution team. Before joining Fairtree, she spent five years at Schroders, progressing from Sales Support to Business Development Manager. Prior to her time at Schroders, Yamkela held client service roles at Coronation Fund Managers. Yamkela holds a BCom Economic Sciences degree from Stellenbosch University.

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FULL RECORDING

Traditional investing

Topics covered:
Macro
SA local
Global equities
Fixed income

Watch time: 1h 22m

FULL RECORDING

Alternative investing

Topics covered:
Hedge funds
Private equity
Private real estate
Venture capital

Watch time: 1h 28m

Live broadcast

Live Outlook Discussion

Traditional Investing

Alternative Investing

Videos by topic

Macro Environment

Jacobus Lacock

SA Equity

Chantelle Baptiste

Global Equity

Jacques Haasbroek

Fixed Income

Paul Crawford

Hedge Funds

Michael-John Dippenaar

Private Equity

David Hoyme

Venture Capital

David Evans

Private Real Estate

Michael-John Dippenaar

Speakers

Jacobus Lacock

Chantelle Baptiste

Paul Crawford

Jacques Haasbroek

MJ Dippenaar

David Evans

David Hoyme

Kamini Naidoo

Yamkela Mthembu

Jacobus Lacock

Macro Pulse Episode 34

Chantelle Baptiste

Fairtree Outlook 2026 | SA Equity

Paul Crawford

Fairtree Global Flexible Income Plus Fund Q1 2026 commentary

Jacques Haasbroek

Global Equity Spotlight Episode 15

MJ Dippenaar

David Evans

The de-equitisation of public markets

Kamini Naidoo

Why multi-strategy hedge funds matter in today’s markets

Yamkela Mthembu

Traditional investing

Alternative investing

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