Fundhouse Insights Latest Articles

20
Sep
2013

Rethinking investing for income vs wealth

Prof. Robert Merton discusses the fundamental change in thinking needed when moving from a wealth goal to an income goal for the retirement phase of an investor's lifecycle.
6
Sep
2013

Investment Policy Statements – a founding document for anyone rendering investment a...

The investment product landscape and investment markets represent an exciting challenge for some investment advisers and a daunting prospect for others - for all advisers who don't ...
29
Aug
2013

Succession Planning – how to kick off the conversation

Numerous advisers have raised this issue from all sorts of perspectives; we think we can play a role in this for the benefit of our adviser clients; certainly we have the information, ...
19
Aug
2013

Managing Relationships – Client Surveys

Through our interactions with financial advisers we often come across similar challenges which lie at the heart of an advice based practice. Being a client facing business in which ...
1
Aug
2013

If China was a company?

Ricco Friedrich, from SIM Unconstrained Investment Capital Partners boutique, shares with us some interesting lessons and insights gained from his recent trip to China.
22
Jul
2013

Longevity in the age of Twitter

In this talk given to NYU students, Larry Fink - chairman and CEO of BlackRock, the firm he co-founded in 1988 - paints an interesting picture of the trends, challenges and issues ...
9
Jul
2013

Merely mediocre returns

With two market "crashes" in the past decade, prospective baby boomer retirees have grown increasingly afraid of the risk that the next market crash could topple their retirement if it ...
1
Jul
2013

The Tipping Point

Following weeks of significant volatility in global bond markets, Bill Gross discusses where to from here for bonds and yields.
28
Jun
2013

Interview with John Stopford

In this month's podcast, John Stopford from Investec Asset Management discusses his views on The Fed, Global bonds, Global Equities, Global Property, the Rand and his views on macro ...
20
Jun
2013

At times like these, avoid those who say they know

John Authers, US Markets Editor for the Financial Times, writes for Fidelity on the changes in world markets. "Never be ashamed to admit ignorance." When different markets on different ...
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