South Africans are daydreaming their way to a poorer future by keeping too great a portion of their investments in South Africa despite massive underperformance of JSE indices, falling real house prices and a future which looks equally bleak for those trying to grow or even just preserve their wealth. (more…)
Offshore RSS feed for this section
The offshore conundrum for SA investors
By Zain Wilson, Portfolio Manager at Old Mutual Investment Group. The recent announcement that South Africa has officially entered a recession, following two consecutive quarters of negative growth, appears to have largely reversed the optimism that took hold of the country following the change in leadership at the beginning of the year. While the global […]
JSE rand hedges a poor substitute for a global portfolio
With local news agendas being dominated by the rand’s dismal performance, recent GDP woes and an economy slipping into a technical recession – South African investors are increasingly seeking shelter via offshore exposure. But with easy access to foreign markets, investors need to seriously consider the implications of counting on locally listed rand-hedge stocks as […]
Global investing: No such thing as bad timing
Recent studies have revealed that when a disciplined approach to the regular investment of funds offshore is followed, the timing of these transactions is less important than many investors perceive it to be. (more…)
How much will it cost to educate your child offshore?
Increasingly wealth managers are being asked about the costs of offshore education after matric by their high net worth clients due to a perceived decline in educational standards in South Africa. Charlene Prinsloo, Wealth Manager at AlphaWealth explains: “We investigated the costs and they are staggering.” (more…)
SA investors following the money to Mauritius
Apart from being the highest ranked economy in Sub-Saharan Africa on the World Bank’s Ease of Doing Business Index, Mauritius is attracting growing numbers of local investors through sheer geographical proximity and the ability to “follow their money”, according to Richard Neal, Director at independent fiduciary consultancy Sovereign Trust (SA) Ltd. (more…)
Get offshore exposure with a local unit trust
Given that South Africa’s Gross Domestic Product (GDP) represents only 1% of the world economy, exposing your investment portfolio to international markets offers local investors a world of growth opportunities and reduces the concentration risk that comes with investing in one market. However, choosing an affordable offshore investment vehicle can be a challenge. This is […]
Investing offshore is about more than the rand
At the start of March this year, the rand was trading at under R12.00 to the dollar. Cyril Ramaphosa had taken over as president, world economic growth was positive, and sentiment towards emerging markets in general was good. The local currency was benefiting from all of this, having strengthened all the way from around R14.50 […]
-
WIN a copy of ‘Everything you need to know about non-life insurance in SA’
-
What exercise and investments have in common
-
Investors must consider ESG factors
-
IAM acquires controlling stake in Richfield Holdings
-
VBS curator reduces costs of the Bank
-
WIN a copy of ‘Everything you need to know about non-life insurance in SA’
-
Investors in unit trusts could expect more taxes
-
Giving your child a quality education requires dedicated saving
-
Bestmed Medical Scheme named as HR Future Technology Champion 2018
-
Compli-Serve KZN welcomes new compliance officer Tyran Naidoo
