Tag Archivesoffshore

Elize Botha

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 […]

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Rian Brand, Sygnia Portfolio Manager

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 […]

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How to get the most out of global equity exposure

Investors who ignore offshore opportunities deny themselves the significant benefit of exposure to a far wider range of stocks. David Nathanson, Portfolio Manager at Bellwood Capital, says that while more South African high-net-worth individuals (HNWIs) are investing globally, many others are still missing out on the opportunity of including direct offshore investing in their financial plan. (more…)

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Mickey Gambale

Platform for independent wealth manager financial advisers launched

INN8, the first investment platform business of its kind in South Africa, has officially launched. Built with independent wealth manager financial advisers in mind, INN8 is inspired by global investment trends and focused on delivering international benchmark platform services that incorporate a client-centric approach that advisers can intrinsically relate to. Market research found that financial […]

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SA nationality maintains ‘medium quality’ on ranking of global nationalities

The Henley & Partners-Kochenov Quality of Nationality Index (QNI) launched in London recently. It put South Africa’s quality of nationality at 32.8% out of a possible 100%. Ranked 92nd, the country has maintained its nationality rating of medium quality. (more…)

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Money growth

Making sense of shifts and swings

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers Financial market activity is often dominated by particular themes or narratives. Sometimes these storylines are created after the fact to explain random market movements, but they are often based in reality. Towards the end of 2017, the dominant theme was ‘synchronised […]

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Ashburton Investments partners with Fidelity International to enhance offshore multi asset range

Ashburton Investments, the asset management arm of the FirstRand Group, has entered into a strategic partnership with Fidelity International, a global asset manager with US$324bn assets under management.  (more…)

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Kyle Wales - Portfolio Manager at Old Mutual Investment Group’s Titan boutique

Does investing globally still make sense?

The 2018 national budget stipulates that the foreign allocation limits for institutional investors are to be increased by 5% across all categories – life insurers, collective investment schemes, investment managers and retirement funds. A question that is becoming increasingly prevalent among South African investors, however, is whether there is still any benefit to taking money […]

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