Fairtree Market Insights with Karena Naidu | Episode 9
In this episode, Jacques Haasbroek takes a closer look at the shifting dynamics across emerging markets, with Indian equities underperforming over the past year, while Saudi Arabia has shown impressive strength.
Macro Pulse Episode 22
Jacobus discusses the US labour market, near term risks to asset prices, the impact of US government shutdown and South Africa’s positive data and headlines.
Macro Pulse Episode 21
In this episode Jacobus discusses SA equities, SA bonds and the appreciating of the US dollar.
Fairtree Market Insights with Karena Naidu | Episode 8
In this episode, we dive into our Chinese exposure, exploring what’s happening with the major e-commerce players in China. We also take a closer look at the broader emerging markets space, unpacking key trends and where we’re seeing potential growth.
Macro Pulse Episode 20
In this episode, Jacobus discusses major events leading up to year-end, recent US court cases, and the rise in long bond yields.
Fairtree Market Insights with Karena Naidu | Episode 7: Part 2
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.
Fairtree Market Insights with Karena Naidu | Episode 7: Part 1
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.
Fairtree Equity Explorer | Kazakhstan’s dynamic financial sector | Episode 7
In this session Seipati Rakgoale, Equity Analyst unpacks the evolution of Kazakhstan’s dynamic financial sector, with a spotlight on two of its leading players: Kaspi and Halyk Bank.
Macro Pulse Episode 19
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
Fairtree Market Insights: Travel Edition Episode 6
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Fairtree Market Insights: Travel Edition Episode 5
Market Insights: Travel edition, where Global Investment Specialist, Karena Naidu discusses travel insights into global markets with Fairtree portfolio managers.
Macro Pulse Episode 18
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
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