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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary

After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.

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Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

Fairtree Global Equity Fund Q2 2025 Commentary

US equities ended the quarter 11.2% higher; however, they experienced pronounced volatility following President Donald Trump’s ‘Liberation Day’ announcements of tariffs on imported goods.

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Fairtree Global Equity Fund Q2 2025 Commentary
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary

It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.

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Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

Fairtree Global Equity Fund Q1 2025 Commentary

The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.

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Fairtree Global Equity Fund Q1 2025 Commentary
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Listed Real Estate Listed Real Estate
Rob Hart author image Rob Hart

Fairtree Global Listed Real Estate Fund Q1 2025 Commentary

The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.

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Fairtree Global Listed Real Estate Fund Q1 2025 Commentary
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Listed Real Estate Listed Real Estate
Rob Hart author image Rob Hart

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.

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Fairtree Global Listed Real Estate Fund Q4 2024 Commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

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.

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Fairtree Global Equity Fund Q4 2024 Commentary

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