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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 ...
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, ...
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.
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 ...
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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
Cautionary Tales of Offshore Invest...
Failing to Succeed
The K-shaped Recovery
My Precious: Gold makes a comeback
Crisis? What Crisis?
Binary thinking, What-Ifs and why i...
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Fundhouse Investment Advisors (Pty) Ltd is an authorised financial services provider, FSP 43960