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Independent Industry Research (18)
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Investment Insight (96)
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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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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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Research & Ratings
Rating changes to Ninety One Divers...
Fairtree Flexible Income Plus & BCI...
Update on our concerns around the l...
Electus Fund Managers to close
Investec Asset Management Name Chan...
Change to the Fundsmith Equity rati...
Articles & Insights
The story of GameStop, democratic i...
Finding the road to recovery
Antitrust - the ‘Big Tech’ Deba...
Cautionary Tales of Offshore Invest...
Failing to Succeed
The K-shaped Recovery
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