Fundhouse Insights Latest Articles

Investment Insight

31
Mar
2020

Dreaming of a Sovereign Wealth Fund

President Cyril Ramaphosa announced during his State of the Nation address in February 2020 that South Africa intends to establish a Sovereign Wealth Fund. The immediate reaction has ...
28
Feb
2020

Asset Manager Headwinds

We are at an interesting point in the local asset management industry, with a number of headwinds facing asset managers. For an industry which is well established, there is a ...
31
Jan
2020

Blue Sky Investing

As investors we are trained to be conservative ("there are no free lunches"), to expect less in future ("markets mean revert") and to avoid the hype of the moment ("this time it's ...
31
Dec
2019

How rental property compares as an asset class

Rental property plays an important part in many investors' portfolios, but it is inherently complicated to evaluate the returns and costs relative to other asset classes. This often ...
30
Nov
2019

Sentiment and free advice, you may as well roll a dice

As humans we are conditioned to fight for survival. As an investor in South Africa, our survival instincts are kicking in right now. But can our instincts lead us astray? This month we ...
31
Oct
2019

The Hardest Problem in Finance

Retirees face the challenge of drawing an income from their investment portfolios that will last for the rest of their lives. A combination of unpredictable markets, sequence of returns ...
31
Jul
2018

Business structures matter in asset management

In a recent article in FT Adviser, Rory Maguire discusses how the business structures of asset management companies drive behaviours and affect client outcomes.
26
Mar
2018

Zuma exit – the end of an error, but is it the dawn of an ethical era?

Cartoonist Zapiro described Jacob Zuma's long awaited exit as President of the country as "the end of an error". But does this mean that in South Africa we can anticipate the dawn of an ...
7
Dec
2017

Enron, KPMG…what can we learn about making ethical choices? (Part Three)

In Part One of this article, we looked at Dan Ariely's work on how we all have the potential to act unethically, no matter how ethical we may think we are. The two key forces that ...
16
Nov
2017

Enron, KPMG… what can we learn about making ethical choices? (Part Two)

In the second part to this series we look at how you can shrink the personal "fudge factor" at work and highlight four key steps that everyone in your business could follow.
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