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 ...
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 ...
19
Sep
2019
Portfolio Management and the Layers of Decision Making
Financial planning sits at the core of an investor’s financial journey and dictates the critical path investors need to take. Our role is to ensure that once a path has been chosen, ...
31
Jul
2018
Business structures matter in asset management
In a recent article in FT Adviser, Rory Maguire discusses how the business structures of asset management companies drive behaviours and affect client outcomes.
26
Mar
2018
Zuma exit – the end of an error, but is it the dawn of an ethical era?
Cartoonist Zapiro described Jacob Zuma's long awaited exit as President of the country as "the end of an error". But does this mean that in South Africa we can anticipate the dawn of an ...