Global Equity Spotlight | Episode 14 | 29 May 2026 | Fairtree
- Moderator: Global Investment Specialist Karena Naidu
- Panelists: Joined by Jacques and Cornelius, portfolio managers and investment specialists at Fairtree, to analyze late-stage market momentum and asset allocation strategies.
- Core Context: The broader equity markets are operating at all-time highs, characterized by intense performance persistence in the momentum factor.
00:00:18 | Structural Drivers of Momentum & Financial Engineering
Cornelius outlines that the structural extension of the market's all-time highs and momentum velocity is driven by two highly concentrated systemic forces:
References
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