Fundhouse Insights Latest Articles

30
Apr
2021

The Infrastructure Drive

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure. The goal of the Infrastructure ...
31
Mar
2021

Make Eskom Great Again

In 2001, Eskom was named as the global power company of the year at the Global Energy Awards hosted by the Financial Times in New York. The utility was commended for its technological ...
28
Feb
2021

SPAC Attack

SPACs, or ‘Special-Purpose Acquisition Company’, are the latest investment frenzy as investors ranging from hedge funds to everyday investors, rush to access these speculative assets in ...
31
Jan
2021

The Impact of REIT structures on Listed Property Investing

Listed property was the top performing local asset class over a period of 15 years from 2002 through to the end of 2017, outperforming the broader equity market by 5% per year over that ...
31
Dec
2020

The story of GameStop, democratic investing and being caught by the mob

This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose. In January 2021, GameStop shares soared almost 2500%, or 25x your initial ...
30
Nov
2020

Finding the road to recovery

Who would have thought that 2020 would be a strong year for investors? In the depths of the COVID panic the term ‘depression’ was bandied about by many, a reset of the financial system ...
31
Oct
2020

Antitrust – the ‘Big Tech’ Debate

Over the past decade as we have shifted into the digital economy, technology has become more ingrained in our everyday life and as consumers, we have become more reliant on technology ...
30
Sep
2020

Cautionary Tales of Offshore Investing

South African businesses have a strong history of successfully expanding their operations offshore and becoming well renowned global businesses. This has been done to access growth ...
31
Aug
2020

Failing to Succeed

For many investors keeping track of their portfolios is an anxious pursuit. Markets seem to behave in a non-sensical way at times, with any manner of factors causing anguish. Inflation ...
31
Jul
2020

The K-shaped Recovery

This has been a very clear K-shaped recovery. The biggest and wealthiest have been on a clear path toward recovery. Meanwhile, for most small businesses and those worst off, things have ...
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