Perspective: EU policy
On the 16 April 2023 the Dutch cabinet announced a €28b climate investment package, with an additional €5b also allocated to an expansion of nuclear energy.
Quarterly Report | Q2 ’23
The South African economy remained under pressure from persistent loadshedding during the second quarter of 2023.
Monthly Report | June ’23
Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.
Monthly Report | May ’23
Global equities experienced a 1% loss, while the US market gained 0.6%, outperforming non-US markets.
Monthly Report | April ’23
Global equities rose 1.8% over the month, with the US underperforming non-US markets.
Quarterly Report | Q1 ’23
The South African economy remained under severe pressure from persisting loadshedding during the first quarter of 2023.
Monthly Report | March ’23
Global equities rose 2.8% over the month, with the US outperforming non-US and emerging markets.
Monthly Report | January ’23
Tighter financial conditions, slow growth and high policy uncertainty should weigh on valuations, profit margins and earnings.
Perspective: Precision Fermentation
One of the emerging areas in nutrition that we have some interest in exploring, and have spent some time developing deal pipeline in, is in the area of Precision Fermentation.
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.
Monthly Report | December ’22
The last quarter of the year saw global equity markets fall in December, but still managed to end the quarter in positive territory.
Fairtree’s balancing act
Managing a balanced fund means finding the right balance between cyclicals, yield, high or low quality, defensive, value and earnings growth.
Values-driven investing
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