Fundhouse Insights Latest Articles

28
Feb
2020

Asset Manager Headwinds

We are at an interesting point in the local asset management industry, with a number of headwinds facing asset managers. For an industry which is well established, there is a ...
31
Jan
2020

Blue Sky Investing

As investors we are trained to be conservative ("there are no free lunches"), to expect less in future ("markets mean revert") and to avoid the hype of the moment ("this time it's ...
31
Dec
2019

How rental property compares as an asset class

Rental property plays an important part in many investors' portfolios, but it is inherently complicated to evaluate the returns and costs relative to other asset classes. This often ...
30
Nov
2019

Sentiment and free advice, you may as well roll a dice

As humans we are conditioned to fight for survival. As an investor in South Africa, our survival instincts are kicking in right now. But can our instincts lead us astray? This month we ...
31
Oct
2019

The Hardest Problem in Finance

Retirees face the challenge of drawing an income from their investment portfolios that will last for the rest of their lives. A combination of unpredictable markets, sequence of returns ...
26
Sep
2019

Clarity

Welcome to the first edition of our Clarity newsletter. The newsletter focuses on Fundhouse’s fund manager research and shares certain insights gained over the last eleven years of ...
19
Sep
2019

Our Research Journey

What happens when asset management experience mixes with a principled desire to support investors? Our fund research approach started with these two characteristics, and has grown to ...
19
Sep
2019

Behind the Marketing Message

We operate in an industry dominated by marketing. You only need to consider the adverts in the middle of your favourite TV series or at half time of the Springbok test match on the ...
19
Sep
2019

Is Cashflow Yield a Good Indicator of Future Returns?

Asset allocators rely on a variety of inputs to make decisions when allocating capital. A key type of input comes in the form of ratios. These are measures which create standardised ...
19
Sep
2019

Beauty is in the eye of the beholder

There are various approaches adopted by asset managers around the world to manage a global equity portfolio. No one style works all the time and there are excellent Quality, Value and ...
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