Macro Pulse Episode 19
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
Wild Fig Multi Strategy Hedge Fund Q2 Investor Update
Quarter 2 headlines were driven by Trump 2.0 and his policies surrounding the US tariff trade stance, the ensuing widespread global market sell-off and the subsequent 90-day pause that triggered a sharp reversal of these losses.
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.
Macro Pulse Episode 18
In this episode, Jacobus shares his outlook for the remainder of 2025. He unpacks the current policy environment and its implications for various asset classes, and wraps up with a look at the latest developments in the local economy.
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.
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.
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