Macro Pulse Episode 32
In this episode, Jacobus discusses the latest developments in the Middle East conflict and its impact on energy flows, the global economy and South Africa, as well as key insights from incoming Fed Chair Kevin Warsh.
Macro Alert: New Fed Chair incoming
A Warsh-led Fed may be more disciplined and proactive, but less interventionist, with reduced forward guidance. This could imply a higher risk premium and increased market volatility.
Fairtree Equity Explorer | The SaaSpocalypse? | Episode 13
In this episode we analyze the “SaaSpocalypse” debate, examining whether AI will disrupt traditional software business models or enhance the productivity of industry incumbents.
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.
Fairtree Calling Education
Fairtree had the privilege of visiting Calling Academy, one of our Impact Partners, to run an introductory financial literacy programme. The studentsâ enthusiasm was inspiring, and their feedback shows how theyâre starting to think about money in new ways.
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 (âthe Fundâ) 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.
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.
Europeâs 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.
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