Скачать или смотреть 2026 Outlook Discussion

Watch the 2026 Outlook Discussion recording and hear our portfolio managers across asset classes share their perspectives for the year ahead.

More information:
https://www.fairtree.com/fairtree-out...

Chapters:
00:00:06 Introducing Macro Portfolio Manager
00:03:20 Introducing SA Equity Portfolio Manager
00:06:10 Introducing Global Equity Portfolio Manager
00:08:57 Scene Setting (SA and Global)
00:19:32 Global Equity Market Structure
00:21:36 Global Equity Expectations
00:27:09 Valuation & Risk Protection
00:28:57 SA Resources, Gold, PGMs
00:35:39 SA Valuation and Currency
00:42:31 Emerging Markets Allocation
00:47:52 Balanced Fund Positioning
00:49:52 Equity Fund Allocation Split
00:45:59 Fixed Income and Rates
00:57:53 Commodities and Portfolio Impact
01:00:00 Q&A