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Articles tagged as "Offshore"

Insights categories - Offshore investing

An offshore solution for the more cautious investor: introducing Orbis Global Cautious

By Nshalati Hlungwane on 08 Aug 2024

Reading time: 7 mins

We are pleased to introduce the Orbis SICAV Global Cautious Fund, which, as Nshalati Hlungwane discusses, meets the needs of more conservative investors...

Insights categories - Personal investing

Investing amidst election season: The power of preparation, not prediction

By Nomi Bodlani on 22 May 2024

Reading time: 5 mins

If the election bug has bitten you and you are feeling jittery, you are not alone. Globally, investors are feeling fearful.

Insights categories - Offshore investing

Beyond our borders: A case for investing offshore

By Horacia Naidoo-McCarthy on 02 May 2024

Reading time: 13 mins

Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...

Insights categories - Offshore investing

How to invest offshore with Allan Gray – and allow for the transfer of wealth

By Julie Campbell on 02 May 2024

Reading time: 11 mins

Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...

Insights categories - Personal investing

Part 4: Beneficiary payments to foreign bank accounts after death

By Alix Moreillon on 20 Oct 2023

Reading time: 8 mins

As mentioned in Part 3 of our Offshore advice chapter, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...

Insights categories - Personal investing

Offshore toolkit part 4: Beneficiary payments to foreign bank accounts after death

By Alix Moreillon on 20 Oct 2023

Reading time: 8 mins

As mentioned in Part 3 of our Offshore toolkit series, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...

Insights categories - Personal investing

Offshore toolkit part 3: The lowdown on living annuity income payments to foreign bank accounts

By Alix Moreillon on 20 Oct 2023

Reading time: 7 mins

The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon, legal...

Insights categories - Retirement

Offshore toolkit part 2: Unpacking South African tax obligations for non-resident living annuitants

By Ebrahim Southgate on 20 Oct 2023

Reading time: 7 mins

South African legislation specifically prohibits the transfer of living annuities to other financial service providers abroad. Therefore, South Africans who...

Insights categories - Personal investing

Offshore toolkit part 1: Understanding your tax obligations on leaving South Africa

By Carla Rossouw on 20 Oct 2023

Reading time: 10 mins

In part 1 of our Offshore toolkit series, Carla Rossouw, head of Tax, untangles the tax complexities you may encounter when you end your tax residency and...

Insights categories - Personal investing

Part 3: The lowdown on living annuity income payments to foreign bank accounts

By Alix Moreillon on 20 Oct 2023

Reading time: 7 mins

The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon, legal...

Insights categories - Retirement

Part 2: Unpacking South African tax obligations for non-resident living annuitants

By Ebrahim Southgate on 20 Oct 2023

Reading time: 7 mins

South African legislation specifically prohibits the transfer of living annuities to other financial service providers abroad. Therefore, South Africans who...

Insights categories - Personal investing

Part 1: Understanding your tax obligations on leaving South Africa

By Carla Rossouw on 20 Oct 2023

Reading time: 10 mins

In part 1 of our Offshore advice chapter, Carla Rossouw, head of Tax, untangles the tax complexities you may encounter when you end your tax residency and...

Insights categories - Offshore investing

Central Banks and Big Macs: Finding value in currencies

By John Christy on 28 Aug 2023

Reading time: 5 mins

One of the easiest ways to lose money is to buy something for more than it is really worth. When picking stocks, we seek to avoid permanent capital loss by...

Insights categories - Investment insights

How do you cater for extreme events when constructing resilient multi-asset portfolios?

By Gladness Rupare and Martine Damonse on 28 Jul 2022

Reading time: 11 mins

Gladness Rupare and Martine Damonse, who hosted panels with members of the Allan Gray and Orbis Investment teams, capture some of key questions and insights,...

Insights categories - Personal investing

Business update: Helping you service your clients’ needs

By Tamryn Lamb and Earl Van Zyl on 03 Jun 2022

Reading time: 5 mins

Set against a volatile investment backdrop and regulatory changes, including the option to invest more offshore, Tamryn Lamb and Earl Van Zyl highlight some...

Insights categories - Offshore investing

Orbis investment update: Risks in the real world

By Alec Cutler and Rob Perrone on 03 Jun 2022

Viewing time: 27 min

Alec Cutler and Rob Perrone, from our offshore partner, Orbis, discuss the real risks the world is facing and the attractive investment opportunities Orbis h...

Insights categories - Personal investing

Should I invest 45% of my portfolio offshore?

By Earl Van Zyl on 26 Apr 2022

Reading time: 11 mins

In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...

Insights categories - Offshore investing

Russia-led volatility underscores the need for calm, considered action

By John Christy on 03 Mar 2022

Reading time: 5 mins

As recently as last week, it was still unclear whether or not Russia would launch a full-scale invasion of Ukraine. It is now all too clear that Putin wasn’t...

Insights categories - Local investing

Balanced Fund: Perspectives and positioning

By Tim Acker on 10 Feb 2021

Viewing time: 45 mins

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take...

Insights categories - Local investing

Balanced Fund: Optionality, the most unappreciated asset

By Tim Acker on 10 Feb 2021

Reading time: 5 mins

One of the most unappreciated assets in a portfolio is optionality – the ability to take advantage of market disparity and to move between and within asset...

Insights categories - Offshore investing

Orbis: Turn away from the noise and look to the long term

By Ben Preston on 23 Apr 2020

Reading time: 9 mins

Much has been written about the emotional cycle of fear and greed in investing. Both panic and excessive optimism can create extraordinary opportunities for...

Insights categories - Offshore investing

Orbis: Hunting for value

By Alec Cutler on 29 Apr 2019

Reading time: 10 mins

Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But there’s a bit more to it when it comes to the way we invest...

Insights categories - Offshore investing

Offshore investing: Not a popularity contest

By Dan Brocklebank on 10 Aug 2018

Reading time: 3 mins

There is no such thing as a ‘popular investment opportunity’. If it’s popular, then that popularity will already be reflected in the price you have to pay. A...

Insights categories - Personal investing

Investment Summit to give an inside view from fund management houses

By Jeanette Marais on 21 Jul 2017

Reading time: 3 mins

Allan Gray is bringing a group of international and local investment houses together to debate investment insights in a new one-day event, aimed at helping...

Insights categories - Offshore investing

Beware the siren song of growth

By Dan Brocklebank on 03 Mar 2017

Reading time: 5 mins

Growth has an almost irresistible allure for investors. Whether it’s a rapidly growing economy, a start-up with a hot new product, or a new industry that...

Insights categories - Offshore investing

Orbis: Not just looking for cheap stocks

By Jeremie Teboul on 07 Oct 2016

Reading time: 5 mins

Our investment approach, which we share with our offshore partner Orbis, is sometimes characterised as ‘looking for cheap stocks’. Jeremie Teboul from Orbis...

Insights categories - Offshore investing

Playing a loser's game

By William Gray on 31 Mar 2016

Reading time: 7 mins

The loser’s game isn’t especially fun to play, but it is a winning strategy for those who have the discipline and the patience for it. William Gray, from our...

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