Fundhouse Insights Latest Articles

Independent Industry Research

30
Apr
2021

The Infrastructure Drive

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure. The goal of the Infrastructure ...
31
Mar
2021

Make Eskom Great Again

In 2001, Eskom was named as the global power company of the year at the Global Energy Awards hosted by the Financial Times in New York. The utility was commended for its technological ...
26
Sep
2019

Clarity

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

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

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

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, ...
8
May
2017

The Folly of Forecasting

We have evaluated well over 50 individual multi asset strategies in the past year. What seems to be quite consistent across many of them over long periods is the limited evidence for ...
12
Oct
2015

Three Steps To Modernise Your Marketing

We recently held some discussion sessions around the country with some of you on marketing and communication practices in and around your business. The feedback we got from the session ...
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