By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst Markets are increasingly concerned that the US could face stagflation in 2025, as slowing economic growth and potential price increases both reflect the impact of higher tariffs and ongoing monetary policy tightness. Recent data show a clear slowdown in activity, […]
Tariffs and tensions: A stagflation storm brewing? Read More »
Fairtree is proud to be the official sponsor of Bloemhof Hockey and the title sponsor of the Bloemhof Fairtree U16 Hockey Tournament, a celebration of rising talent, teamwork and sportsmanship.
Fairtree | Bloemhof Fairtree U16 Hockey Tournament Read More »
By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst South Africa’s new Government of National Unity (GNU) finally passed its first Budget after Finance Minister Enoch Godongwana’s third attempt. Overall, the Budget has been welcomed by bond and equity investors. Faced with the twin challenges of aligning lower government revenues
Third time lucky | South Africa’s 2025 Budget Read More »
For years, Fairtree has supported Leo Matthysen on his tennis journey – from an eight-year-old with a racket and a dream in Mitchell’s Plain to a current South African Davis Cup player. Leo’s story is a powerful reminder of what’s possible when talent meets opportunity. Our sponsorship reflects Fairtree’s purpose: To enrich the lives of
Leo Matthysen | Proud Partner Read More »
Emerging markets continue to present some of the most dynamic and attractive investment opportunities in global equities. These economies are evolving rapidly, benefiting from structural shifts, technological advancements, and increasing consumer demand. Over the past five years, the Fairtree Global Emerging Markets Prescient Fund (“the Fund”) has successfully navigated these changing conditions, demonstrating its ability
By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst To watch the video of this article, click here. The South African National Budget Finance Minister Enoch Godongwana delivered the National Budget Speech on 12 March, after it was postponed on 19 February due to disagreements within the Government of National
The South African National Budget and Global Developments Read More »
By Jacobus Lacock, Multi-Asset Portfolio Manager & Macro Strategist, and Sevashen Thaver, Multi-Asset Analyst Market performance YTD: A shift from 2024 Two months into 2025, the question emerges: Has US exceptionalism peaked? The YTD market performance contrasts sharply with 2024. Last year, US equities, particularly large tech stocks, performed exceptionally well, with the S&P 500
Has US exceptionalism peaked? Read More »
Following our previous article on the Fairtree Blended Equity Prescient Fund’s one-year anniversary, we would like to shed light on the recent ASISA category changes and what they mean for you when comparing funds. Understanding the ASISA category changes Effective 1 October 2024, ASISA introduced updates to its Fund Classification Standard. These changes were prompted
Fairtree Blended Equity Prescient Fund | Understanding the ASISA category changes Read More »
We are delighted to celebrate the one-year anniversary of the Fairtree Blended Equity Prescient Fund. This milestone marks the success of our vision to create an integrated solution that delivers consistent, superior returns by integrating local and global investment expertise. A unique opportunity in the market South Africa’s investment landscape often forces a choice between
Fairtree Blended Equity Prescient Fund | One-year anniversary Read More »
Fairtree Capital, the South African holding company of the local Fairtree group of companies, is pleased to announce that it has acquired a minority equity investment in cryptocurrency and decentralised finance asset management business, MidSquare Capital. MidSquare, is an FSCA-licensed boutique asset investment management firm, that was established in 2023 by Nersan Naidoo, Reece Briesies
Fairtree Capital acquires minority share in MidSquare Capital Read More »
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Grethe joined Fairtree in 2025 as a Business Development Manager in the Distribution team. She focuses on cultivating strong, long-term relationships with financial advisers and identifying opportunities for meaningful growth. Prior to joining Fairtree, Grethe spent eight years at PPS, where she held several leadership roles, including Regional Sales Manager, Regional Specialist Support Manager, and ultimately National Manager of PPS Wealth Advisory. In her most recent role, she led the Wealth Advisory team nationally, overseeing strategy, operations, reporting, and key stakeholder relationships. She also served as a Key Individual on the FSP licence and chaired the Best Practice Committee. Earlier in her career, she worked as a financial adviser for seven years. She is passionate about empowering women in finance and previously led the Women in Finance initiative at PPS. Grethe holds a Postgraduate Diploma in Financial Planning from Stellenbosch University and is a Certified Financial Planner® professional.
Stephan joined Fairtree in 2025 as an investment specialist in the Distribution team. He began his career at Deloitte in 2006 as an accountant. He then joined Discovery Invest as an Investment Specialist, before moving to Sanlam Investments, where he spent nine years as a portfolio manager. He holds a Bachelor of Commerce degree in Accounting from the University of Pretoria, an Honours degree and CTA in Accounting from the University of South Africa, and an Honours degree in Financial Analysis and Portfolio Management from the University of Cape Town.
Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.
Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.
