Insights

Market Insights | The Sleeping Dragon’s Slow Awakening

By Cornelius Zeeman, Fairtree Portfolio Manager The Chinese equity market exhibits subdued performance.   The Chinese equity market has been range bound this year. In contrast, the US market has continued its recovery, which started in the last quarter of 2022 – bringing the US equity market outperformance in touching distance of 100% over the […]

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Raging Bull 2021

Fairtree is honoured to receive Two Raging Bull Trophies

For the fourth year running, Fairtree proudly scooped another equity category Raging Bull award in a competition that recognises superior performance by unit trust fund managers in selecting investments for their portfolios, taking into account consistency and aversion to risk.  The Fairtree Equity Prescient Fund returned 19.81%  after fees in 2020.  The fund has an

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Opalesque Roundtable

Opalesque Roundtable

Since about 2014, many institutional investors have turned their attention toward private markets, and so over time the conversation has moved from, “There are not enough asset classes to generate a real return!” to a now pro-active “What else is outside the traditional box?” sentiment, and alternatives begin to stand out. These discussions have changed

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Global Outlook 2017/18

Global Outlook 2017/18

By Jacobus Lacock (Fixed Income Portfolio Manager) As we entered 2017, market expectations were high for global growth to continue to accelerate. With Donald Trump elected as the new US President, markets believed his fiscal policies would boost US growth and inflation. Trump was not the only driver behind firmer growth expectations. The global economy

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