Articles tagged as "Offshore Investing"
Beyond the US: Separating the signals from the noise
The US has dominated global news flow in the wake of the presidential election, and market-moving headlines continue to present the temptation to act on...
Local investment update: Balancing caution and optimism
In recent years, South Africa’s numerous, well-known economic challenges have fuelled declining investor sentiment and led many to doubt the local market’s...
How to invest offshore
It is said that home is where the heart is, and for many investors, it is a sentiment reflected in the composition of investment portfolios, often skewed in...
Orbis: Positioning portfolios for long-term performance
William Gray, from our offshore partner, Orbis, reviews Orbis’s recent performance and discusses their investment approach in the current environment.
What is a good offshore strategy?
Novice and experienced investors often ask the same question time and again: When is the best time to invest offshore?
Orbis: How to balance risk and return in the current environment
As we look at opportunities around the world, one thing seems clear – it is no time to be a hero. According to Alec Cutler, from our offshore partner, Orbis,...
What taxes do I pay when I invest offshore?
Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay?As with any...
Global perspective: Do value shares deserve to be this cheap?
The Orbis Global Balanced Fund aims to balance capital appreciation and income generation with the associated risk of its investments. These objectives...
Something’s got to give...
Recently companies in Australia that have grown their earnings and paid large dividends have been well rewarded. But is this sustainable?
Orbis funds: Finding the best long-term value for clients
The Orbis Global Equity Fund will mark its 25th year at the end of December. In that time, Orbis has provided access to the same fundamental, contrarian,...
How to access investment opportunities in Asia
Asia presents interesting investment opportunities, but for the average investor, researching these opportunities would be a massive undertaking fraught with...
Accessing foreign investment opportunities
South African foreign exchange controls limit the amount unit trusts can invest overseas to 35% of retail assets under management, collectively. Available...
Hunting for compelling opportunities in the current environment
2013 was a good year for global stock markets. The FTSE World Index returned 24.7% in US$ terms since the start of 2013 and is near an all-time high. The Orb...
Access global investment opportunities via our offshore platform
We understand that many investors are keen to invest offshore but neglect to do so as they find it too daunting. Johann Grandia discusses some of the...
Orbis Global Equity Fund: A reversal of fortunes
After a prolonged period of relative underperformance, since January this year the Orbis Global Equity Fund has meaningfully outpaced its benchmark in US...
Equity opportunities down under
Last quarter, Seema Dala wrote about the importance of diversifying your portfolios by investing offshore. Australia is definitely offshore from South Africa...
The Allan Gray Africa Equity Fund celebrates 15 years
When the Allan Gray Africa Equity Fund (the Fund) was launched on 1 July 1998 it was the first unitised product in which Allan Gray Proprietary Limited was...
Investing offshore to reduce portfolio risk
Five years on from the start of the Global Financial Crisis, as economic uncertainty continues across the world, investors remain sceptical about exposing...
Logic fails to prevail in investment decision making
Most of us make the same mistake with our money over and over again: we buy high out of greed and sell low out of fear, despite knowing on an intellectual...
Can the level of interest rates be used to reliably predict investment returns?
Local and global short-term interest rates are at low levels. This has led to questions about the rationale for holding cash both locally and offshore. We ha...
Understanding your offshore investment options
On top of making investment decisions, there are various practical options to choose from when investing offshore. Exchange controls are currently a constrai...
The offshore conundrum
A question often asked of us is: 'How much should I invest offshore?' This question has a different answer for each person. Another, perhaps more important,...
Foreign exposure in the Allan Gray Stable Fund
The long-term track record of the Allan Gray Stable Fund shows returns well ahead of its benchmark and satisfactory capital stability. Nevertheless, the Fund...
Launch of the Allan Gray-Orbis Global Optimal Fund of Funds
Allan Gray introduced its third rand-denominated offshore fund on 1 March 2010 bringing the total number of unit trusts to nine. The Allan Gray-Orbis Global...
The benefits and pitfalls of foreign diversification
Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...
