Fundhouse Insights Latest Articles

Investment Views

5
Sep
2016

Structured Products: the International Titans Basket offered by Investec Bank

We have recently received a number of queries around the value of structured products within a client portfolio. This research note covers these products generally, with specific ...
7
Jul
2016

UK Property Funds: Barbarians at the Gate

It appears that democracy is squarely to blame for clients being unable to get their money out of many of the UK direct property funds. Who would have thought that the vote last ...
17
May
2016

Fight instinct to back perennial winners

Which fund would you buy today, without knowing anything more about them? A top-quartile fund returning 30 per cent over three years, or a bottom-quartile fund that lost 10 per cent in ...
12
Jan
2016

Does Smart Beta have a role in South African portfolios?

Recently we have been looking at the emergence of 'smart beta' and the role it can play in client portfolios. Smart beta goes by many names - 'factor investing', 'quants' or 'enhanced ...
23
Nov
2015

Drawdowns: Seismic events in Investment markets

Investment risk can have a different meaning to each investor, however capital drawdowns are often seen as the risk torch bearer. In this article Peter Foster discusses various types of ...
26
Oct
2015

German Re-engineering

The last quarter saw a number of significant economic events and market shifts, ranging from the US Fed's decision not to raise interest rates, through to concerns regarding China's ...
12
Oct
2015

Volatility and investor behaviour

Market volatility, which South Africans have been hit with this year, often causes investors to panic and make irrational decisions. Ian Jones explains how crucial the investors ...
21
Aug
2015

Dealing with the behaviour of the Rand

The volatile nature of the Rand often leaves financial planners trying to pick the best time to invest offshore, however Peter Foster explains why it is more important for financial ...
21
May
2015

Value vs Valuation: understanding the difference in investment approach

On face value, the terms 'Value' and 'Valuation' appear interchangeable. If a fund manager says they follow either one of these investment approaches, surely this means the same general ...
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.
1 2