Fundhouse Insights Latest Articles

Investment Views

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.
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 ...
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.
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 ...
14
Jun
2013

Means, ends, dividends

In light of the global ageing population and the resulting hunger for income from many investors, Blackrock's Investment Institute consider the pros and cons of dividend investing.
31
May
2013

There Will Be Haircuts

In the words of Bill Gross: "Central banks and policymakers are acting like barbers. They haircut your investments." This article, by Gross, talks to the poor outcomes you can expect ...
3
May
2013

Four Indicators of an “out the box” investment manager

In this Article, Dr. Simon Marais, CIO of Allan Gray Australia, pens one of the most important articles on investment management that we have had the pleasure of reading. This article ...
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