Moby bikes
Moby is a multi-modal bike-as-a-service business that runs B2B and B2C mobility businesses in Ireland and the Netherlands, with leased assets for restaurants and delivery riders, as well as operating city contracts for consumers.
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.
Fairtree Balanced Prescient Fund Q2 2025 commentary
We anticipate continued macroeconomic uncertainty throughout 2025. Global investors remain cautious amid evolving geopolitical tensions and shifting trade policies.
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.
SAA: The silent engine that drives long-term returns
In multi-asset investing, the interplay between strategic asset allocation (SAA) and tactical asset allocation (TAA) is vital in achieving return objectives while minimising risk.
What benchmark is your manager using?
In today’s increasingly complex investment landscape, comparing funds has become both more difficult and important.
Why investors are betting on gold
Gold has long been considered a safe haven asset, especially during periods of economic uncertainty. This is because gold is tangible, anticorrosive and a store of value, unlike modern-day fiat currency.
Should an SA investor still consider emerging markets?
South African investors often ask whether it makes sense to have exposure to global emerging markets in their portfolios. One reason is that the South African market is highly correlated with emerging markets, given that South Africa itself is an emerging market.
Tariffs and tensions: A stagflation storm brewing?
Locally, South Africa’s growth outlook has weakened, with consensus forecasts for 2025 revised down from 1.7% in the first quarter to 1.1%, compared with 0.5% last year.
Macro Pulse Episode 17
Watch Episode 17 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
Fairtree Equity Explorer | The digital duopoly: Alphabet & Meta in the global ad market | Episode 5
Fairtree Equity Analyst Christoff Marais and Fairtree Global Investment Specialist Karena Naidu will unpack the ever-evolving world of digital advertising.
Macro Pulse Episode 16
Watch Episode 16 of Macro Pulse, a series with Jacobus Lacock that delves deep into the latest trends shaping local and global markets.
Values-driven investing
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