Fundhouse Insights Latest Articles

Independent Industry Research

1
Feb
2026

When AI Steps Off the Screen: The Real-World Revolution

“The best way to predict the future is to invent it” – Alan Kay 1 When electricity first lit up a bulb, it dazzled the public. But that was just the beginning. Over time, it became the ...
30
Nov
2025

Sinking Funds Demystified

In the ever-evolving landscape of personal finance and wealth management, investors are faced with an increasingly wide array of choices. In South Africa, the investment universe has ...
30
Oct
2025

3% Inflation Could Change Everything

The South African Reserve Bank’s Monetary Policy Committee (MPC) recently lowered interest rates in line with expectations but commented that they were now aiming for the lower end of ...
30
Sep
2025

Beyond the Factsheet: Inside the Engine Room of Your Investments

When you invest in a unit trust or model portfolio, it’s natural to focus on the fund’s name, past performance, or the reputation of the asset manager. But what actually powers your ...
31
Aug
2025

Quantum Leap – How Quantum Computers Are Rewriting the Rules of Tech

The growing demands of AI, data science, and global complexity are pushing classical computing to its limits. In response, quantum computing is emerging – a breakthrough as ...
30
Jun
2025

Crowded House

Never before have US equity markets been so accessible – or so crowded. Twenty years ago, around 4 billion shares were traded daily across US stock markets. Today, it’s over 15 billion. ...
31
Mar
2025

U.S. Trumping the Tariffs

On April 2nd 2025, President Donald Trump declared “Liberation Day”, unveiling a comprehensive tariff strategy that would apply to more than 100 trade partners aimed at addressing ...
31
Jan
2025

Survival of the Fastest

Remember Netscape Navigator? The company was the dominant web browser and search engine in the 1990s, later displaced by Google, Microsoft, Apple, and Amazon as the kingpins of the ...
31
Jul
2023

The Bear Trap?

South African equities are trading at meaningful discounts, yet we are not alone and many other countries are introspective in considering how to improve their respective outlooks. In ...
30
Jun
2023

Heads I win, Tails you lose

For most investors, hedge funds have historically been opaque products where ‘magic’ happens. The domain of the wealthy, with limited access, high hurdles for entry and outsized ...
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