Macro Pulse Episode 41
In our latest episode of Macro Pulse, Jacobus Lacock discusses rising global bond yields, stubbornly high energy and fuel prices and a packed election calendar.
Fairtree Equity Explorer | A check-in on consumer staples| Episode 18
Household budgets remain under pressure, prompting consumer staples companies to shift their focus from inflation-led price increases to sustainable volume growth. In Episode 18 of Equity Explorer, we take a closer look at the trends and changing consumer preferences shaping the sector through the lens of two retail heavyweights: The Coca-Cola Company and Procter & Gamble.
Macro Pulse Episode 40
In this episode, Jacobus discusses recent market weakness and the factors driving it, including rising bond yields, central bank rate hikes, escalating conflict in the Middle East and concerns around AI. He also examines the latest economic data from China and South Africa.
Global Equity Spotlight Episode 17
Jacques and Cornelius unpack Alphabet’s complex business mix and the sharp Microsoft-vs-Google valuation narrative shift.
Macro Pulse Episode 39
In this episode, Jacobus discusses Warsh’s hawkish Jackson Hole debut, surging global long yields, oil above $90, and SA inflation risk into local elections.
Global Equity Spotlight Episode 16
Jacques and Cornelius unpack the narrow EM rally, Korea/Taiwan’s rise, and whether the memory chip boom’s earnings can last.
Fairtree Equity Explorer | On-the-ground insights from the USA | Episode 17
Join us for a special travel edition of Equity Explorer as we unpack the key sectors and themes shaping the US market, from Healthcare to Defence, Semiconductors and Software. We’ll also explore evolving consumer trends across payments, goods and services, and share our team’s key takeaways from the trip.
Macro Pulse Episode 38
Explore the US economy’s sweet spot, risks from rising long bond yields, elevated fuel prices, and political polls ahead of local government elections.
Macro Pulse Episode 37
This episode unpacks the three big themes driving markets in the second half of 2026: US economic and market resilience, the AI capex cycle, and geopolitical instability in the Middle East.
Fairtree Equity Explorer | On-the-ground insights from India and China | Episode 16
What did we learn from visiting two of the world’s most dynamic economies, India and China? Our Investment team recently travelled across both countries, meeting with company management teams and industry experts to gain first-hand insights into these rapidly evolving markets.
Fairtree Volunteer Programme | Pedal For Good
Fairtree volunteers spent an afternoon at False Bay Primary School alongside our Impact Partner, Pedal For Good, helping to complete the bike track we began building last year.
Fairtree Equity Explorer | Memory’s Golden Age | Episode 15
In this session, we explored how AI has transformed the memory industry into one of the most important areas in technology. We examined how Micron, SK Hynix and Samsung are navigating the current memory cycle and discussed the key trends shaping the industry.
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