The de-equitisation of public markets
For the last two decades, global capital markets have been undergoing a silent but aggressive transformation known as “de-equitisation”. The number of publicly traded companies has more than halved, while the pool of private capital is exploding.
Beyond the Balance Sheet
The women of Fairtree share what balance means to them and how they invest in their well-being, careers and relationships. This video highlights their perspectives on building a meaningful, values-driven life and the support that helps them thrive.
Fairtree Wild Fig Multi Strategy Hedge Fund Q1 2026 Investor Update
The Wild Fig Multi Strategy FR RI Hedge Fund (“the Fund”) delivered a marginal gain of +1.2% for the first quarter. The strategy remains true to its investment objective of compounding clients’ capital over the long term.
Macro Pulse Episode 31
In this episode, Jacobus discusses how the Middle East ceasefire and shifting oil prices are impacting global and emerging markets.
Robotics: a solution to the European population decline?
Populations in developed industrial countries are generally expected to shrink over the next 75 years, and where populations are expected to be maintained, they are reliant on significant immigration to do so.
Macro Pulse Episode 29
In this episode, Jacobus discusses Finance Minister Godongwana’s conservative budget, infrastructure investment, and the stability of the GNU.
Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12
Deep dive into the semiconductor equipment industry. Learn how giants like ASML, Applied Materials, Lam Research, and KLA power the global chip supply chain, from AI growth to the 2nm tech transition.
Macro Pulse Episode 30
In this episode, Jacobus discusses how the two-week ceasefire provided much-needed relief to emerging markets, exploring its impact on falling oil prices and the potential for South Africa to maintain economic stability.
Europe’s need to invest in breakthrough technology in the energy transition and circular economy
Can Europe innovate its way to independence? Unpacking the 200GW storage challenge and the circular economy.
Global Equity Spotlight: Travel Edition Episode 8
In this episode, Cornelius and Wesley from Fairtree provide a concise yet insightful overview of the Brazilian investment landscape, discussing everything from the country’s high real interest rates and burgeoning digital banking sector to the potential market impacts of its upcoming presidential election.
Global Equity Spotlight Episode 12
In this episode, we discuss the shifting dynamics between global software and semiconductor sectors. Exploring how AI-driven coding tools are impacting software valuations, the surge in hyperscaler capex, and the strategic supply chain decoupling from Chinese tech.
Middle East escalation and market implications
Recent events in the Middle East mark a significant geopolitical escalation. Under “Operation Epic Fury”, US and Israeli forces launched coordinated strikes on Iranian military.
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