Private markets and the case for private US real estate
As investors look beyond traditional public markets for differentiated sources of return and diversification, private markets are becoming an increasingly important part of the investment landscape. Private equity, private debt and real estate can introduce sources of return that differ from those available in traditional equities and bonds.
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 Global Equity Fund Q2 2026 commentary
The quarter was defined by two overlapping themes: a sharp rebound from the March US-Iran shock, as the geopolitical risk premium unwound and oil prices retraced, and an exceptionally powerful but highly concentrated AI and semiconductor rally that drove index returns before consolidating in June following a more hawkish shift in interest rate expectations.
Fairtree Global Flexible Income Plus Fund Q2 2026 commentary
The second quarter of 2026 marked a decisive shift in the global rate regime. After more than a year of disinflation and central bank easing, inflation reasserted itself across the major economies, forcing policymakers onto a more hawkish footing and driving a broad repricing of government bonds.
Fairtree FR Income Plus Fund Q2 2026 commentary
The second quarter was characterised by a broad improvement in global market sentiment as the sharp risk-off environment seen in March reversed.
Fairtree Balanced Prescient Fund Q2 2026 commentary
Q2 2026 was defined by a single event that arrived early and then reversed. A Middle East oil shock that drove Brent crude above US$120 a barrel before a mid-June ceasefire reopened the Strait of Hormuz and sent prices back toward the low US$70s.
Fairtree Global Emerging Markets Fund Q2 2026 Commentary
The quarter was defined by an exceptionally powerful but highly concentrated recovery in emerging market equities, led by a small number of semiconductor and memory names, following the March US-Iran shock and the subsequent ceasefire that unwound the geopolitical risk premium.
Fairtree Global Listed Real Estate Fund Q2 2026 commentary
The second quarter ended with the Fund up 7.15% in absolute terms, while the index gained 8.52%, resulting in 140bps of relative underperformance. The underperformance was mostly driven by the first and second bites of the apple, regional and sector allocation, which detracted from performance by 172 bps.
Fairtree SA Equity Prescient Fund Q2 2026 commentary
The quarter opened with a fragile ceasefire announcement between the United States and Iran, but negotiations collapsed mid-month, leaving energy markets highly unsettled. Geopolitical developments in the Middle East continued to dominate the macro landscape.
Fairtree FR Income Plus Fund surpasses R20 billion in assets under management
Fairtree has achieved another milestone as the Fairtree FR Income Plus Fund (“Fund”) has surpassed R20 billion in assets under management.
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 Wild Fig Multi Strategy Hedge Fund Q2 2026 Investor Update
The Fairtree Wild Fig Multi Strategy (“Wild Fig”) is our flagship multi-strategy balanced hedge fund range, designed to deliver equity-like returns with meaningfully lower drawdowns by combining uncorrelated alpha streams across equities, fixed income and commodities.
Fairtree Insights
Subscribe
Stay up to date with the latest market views and insights from Fairtree’s Investment team, delivered to your inbox.
"*" indicates required fields
