Webinar: Trump, Turmoil and Tailwinds

1 minute

With global markets gripped by uncertainty, geopolitical chaos is drowning out fundamentals, making it difficult for investors to distinguish short-term noise from long-term opportunity. From ongoing conflicts and trade tensions to the unpredictable influence of a certain U.S. president, asset markets and investors are holding their breath whilst events unfold.

In this webinar, Ian Jones, CEO of Fundhouse, discusses the key events shaping our world at the moment — offering a chaos compass and some practical guidelines to investing in this climate.

Article written by: Fundhouse – Discretionary Fund Manager

Beyond the Factsheet: Inside the Engine Room of Your Investments

2 minutes

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 returns? The answer is simple: businesses. Think of your portfolio as a ship. The factsheet is the dashboard, the fund manager is the […]

Survival of the Fastest

5 minutes

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 internet age. At the height of Netscape’s success, Google was a one-year old startup, Microsoft was just releasing Windows 2000 – its latest operating system that […]

Sinking Funds Demystified

2 minutes

Too good to be true? 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 many options, from unit trusts and share portfolios to retirement annuities and tax-free investment accounts. Each type of investment comes with its own […]

Crowded House

6 minutes

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. Yet long-term investment managers like Orbis, Baillie Gifford, and Dodge & Cox account for only a fraction of that activity, and their share […]