Local markets are giving investors reasons for optimism, but that doesn’t mean you should cash in all your offshore chips, says Johan Minnie, CEO of Consult by Momentum South Africa is having a moment. After years of worrying about everything that...
Investing offshore is easier than you think
Guest AuthorNov 28, 2023
It is becoming easier and more affordable for South Africans to invest in offshore funds. Pieter Koekemoer, head of Personal Investments at Coronation, has some advice for those interested in investing offshore. Many investors saving to retire in...
Why local is currently better than offshore
Guest AuthorMar 24, 2022
Rehana Khan, Portfolio Manager in the 4Factor team at Ninety One, makes a case for investing in domestic rather than offshore assets at the moment. The increase in offshore investment limits to 45% for Regulation 28 funds not only provides a...
Listen: Global investing made easy
Maya Fisher-FrenchSep 24, 2021
In this podcast Maya (@mayaonmoney) speaks to Warren Ingram (@warreningram), financial planner at Galileo Capital about his new book Global Investing Made Easy. Warren shares his insights into the investment decisions we make, and those we should...
Removing the rand from the offshore investment equation
Guest AuthorMay 7, 2021
Kyle Wales, fund manager at Flagship Asset Management, says that we should consider offshore investment for the right reasons, not simply because we fear rand weakness. Many investors base their decisions to invest offshore purely on their...
Move away from exchange control
Maya Fisher-FrenchApr 28, 2021
South Africa is moving from a framework of exchange control to capital-flow management, but what does that mean for the ordinary South African investor? Over the last few years, exchange control for individuals has been incrementally lifted, making...
Accessing offshore shares via an ETN
Maya Fisher-FrenchNov 9, 2020
Ordinary South African investors now have more options to access to global companies. Technology is making it easier and cheaper for South Africans to get exposure to shares in large global US-listed companies like Apple, Facebook and Netflix. This...
Listen: Offshore investing made easy
Maya Fisher-FrenchNov 6, 2020
Offshore investing is not just for millionaires, it should form part of everyone’s investment portfolio. In this podcast Maya (@mayaonmoney) and Mapalo (@womanandfinance) unpack the many low-cost options that make offshore investing accessible for...
Offshore investing: Go direct or use a feeder fund?
Guest AuthorOct 19, 2020
By Colin Archibald, Regional Manager at Glacier International Offshore investing has been in the spotlight again recently, but diversifying your portfolio across regions, currencies and industries has always been a good strategy. Maintaining your...
Where would investment managers put their money for a five-year return?
Guest AuthorSep 24, 2020
If you had R1 million right now and a five-year time horizon, what would you do with the money? This was one of the questions posed to a panel of investment experts at the recently held Allan Gray Offshore Exchange. The two-day offshore investing...

Previous Articles
Listen: Why offshore investing is wise
Nov 29, 2019
A decision to invest offshore should not be driven by fear but should rather form part of a diversified investment portfolio for the best risk-adjusted return. In this episode of My Money, My Lifestyle, Maya (@mayaonmoney) and Mapalo (@womanandfinance) chat to Duggan...
Stick with blue-chip multinationals
Mar 21, 2019
By Preston Narainsamy, Investment Professional at Marriott Asset Management Despite a backdrop of robust economic growth in 2018, market returns across the globe were disappointing. The decline was driven by a slowdown in economic activity coupled with investor fears...
Important principles to remember when markets get scary
Oct 4, 2018
South African investors are nervous ‒ and for good reason. With a sluggish economy and a weak rand, worries over uncertain land expropriation policies and fears that the often market-leading US stocks are set for a correction, many people are wondering if they should...
EasyEquities launches US stocks offering for SA investors
Jun 29, 2017
If you’ve always wanted to invest in American stocks and shares, such as Facebook, Google or Apple, then you’re in luck because online stockbroker EasyEquities will soon be offering South Africans the ability to do this via its platform. The service should be...
Red flags and flagging economies mean time to spread investment risks
Jul 21, 2016
The winds of change – from the growth in anti-establishment movements to ageing populations – are causing red flags to flutter and require investors to diversify their approach, according to former head of the Anglo American Chairman’s Fund and renowned scenario...
Why investing offshore still makes sense
Mar 19, 2016
Investing offshore is not about the rand or pessimism; it’s about sound financial planning. Most fund managers spent the last five years recommending that investors allocate a portion of their investment wealth offshore – yet it was only when the “Nene crisis”...
You probably need a foreign will if you have invested offshore
Aug 22, 2015
Since the relaxation of exchange control, and as the Rand continues its downward slide, many South Africans are investing offshore with important consequences for their estate planning. If you have invested offshore, consider whether you need a foreign will to deal...
What to consider when investing internationally
Jul 15, 2015
By Tracy Muller, Head: Fiduciary at Nedbank Private Wealth Individuals are often driven to invest internationally for the wrong reasons, as emotions override financial acumen. They often only consider investing internationally when the rand starts depreciating against...
The case for offshore still remains compelling
May 4, 2015
By Lourens Coetzee, an Investment Professional at Marriott Demanding equity valuations and a subdued outlook for growth in South Africa suggest investors may need to increase their offshore exposure to ensure an acceptable investment outcome. Marriott believes the...
Investing overseas: capital preservation in uncertain times
Mar 8, 2015
By Derry Pickford, Macro Analyst at Ashburton Investments (@AshburtonInvest) Two esteemed US Economics Professors, Maurice Obstfeld and Kenneth Rogoff called it one of the six great puzzles in macroeconomics: "home bias". Why do investors keep so much of their...









