Fundhouse Insights Latest Articles

31
Jan
2022

This was South Africa’s best performing unit trust in 2021. You’ll never believe what ...

You may not want to know what happens next. Unfortunately, in the investing world, being overly curious and adventurous can be hazardous to your wealth. Over the last few weeks, the ...
30
Nov
2021

Asset Manager Mergers – Would you rather be a shareholder or a client?

An ongoing trend in the global asset management industry over the recent past has been the consolidation of asset management businesses. If one searches the topic on Google, you will ...
31
Oct
2021

The Forecaster’s Dilemma

Throughout history, forecasters have built a long and distinguished track record of not being able to predict major economic events. From the great depression in the 1920s to the ...
30
Sep
2021

China – An opportunity among growing uncertainty?

Over the last year, Chinese equities have been battered after the Chinese government, directed by the Chinese Communist Party (CCP), stepped up regulatory interventions across the ...
31
Aug
2021

The Race to Space

Late in 2020, NASA led the establishment of what is known as the Artemis Accords. The intention here is to lay the groundwork for global agreement on what countries are allowed to do ...
31
Jul
2021

Naspers and Prosus – The Discount, Deal and Debate

Recently, Prosus shareholders announced that they had approved a deal with their parent company, Naspers, to effectively change the group’s financial structure. The hope is that the new ...
30
Apr
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

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
Jan
2021

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 ...
31
Dec
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 ...
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