Fairtree Equity Explorer | Rewriting the weight loss playbook with GLP-1s | Episode 4
Transcript
Topics
FAIRTREE INSIGHTS
You may also be interested in
Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.
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.
Global Equity Spotlight Episode 14
In this episode, they unpack the sharp rise in momentum across global equity markets and explore what’s driving it, from record retail participation to increasingly crowded hedge fund positioning in semiconductors. They also discuss how we are navigating this environment and where we continue to see opportunities.
Global Equity Spotlight Episode 13
In this episode, we unpack the post-Q1 results season, the earnings surprises emerging across markets, and the strong results from the hyperscalers that has shifted market narratives around big tech.
About you…
By proceeding, I confirm that:
- To the best of my knowledge, and after making all necessary enquiries, I am permitted under the laws of my country of residence to access this site and the information it contains.
- I have read, understood, and agree to be bound by the Terms and Conditions and Privacy Policy.
Important notice:
Please beware of fraudulent WhatsApp groups and social media accounts pretending to be affiliated with Fairtree or Fairtree employees.
If you do not meet these requirements, or are unsure whether you do, please click “Decline” and do not continue.