Articles tagged as "Offshore"
An offshore solution for the more cautious investor: introducing Orbis Global Cautious
We are pleased to introduce the Orbis SICAV Global Cautious Fund, which, as Nshalati Hlungwane discusses, meets the needs of more conservative investors...
Investing amidst election season: The power of preparation, not prediction
If the election bug has bitten you and you are feeling jittery, you are not alone. Globally, investors are feeling fearful.
How to invest offshore with Allan Gray – and allow for the transfer of wealth
Investing offshore is an important way to diversify your portfolio, spread your risk and get access to companies and industries not available locally. Julie...
Beyond our borders: A case for investing offshore
Investing offshore should always form part of your long-term diversification strategy. South Africa comprises about 0.3% of the world’s market capitalisation...
Offshore toolkit part 4: Beneficiary payments to foreign bank accounts after death
As mentioned in Part 3 of our Offshore toolkit series, the Currency and Exchanges Manual for Authorised Dealers (“the Manual”) governs payments from South...
Offshore toolkit part 3: The lowdown on living annuity income payments to foreign bank accounts
The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon, legal...
Offshore toolkit part 2: Unpacking South African tax obligations for non-resident living annuitants
South African legislation specifically prohibits the transfer of living annuities to other financial service providers abroad. Therefore, South Africans who...
Offshore toolkit part 1: Understanding your tax obligations on leaving South Africa
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...
Central Banks and Big Macs: Finding value in currencies
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...
Signs of sea change
Speaking at the recent Allan Gray Fund Provider event, Adam R. Karr, president and head of the Investment teams at our offshore partner, Orbis, explains why...
How do you cater for extreme events when constructing resilient multi-asset portfolios?
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,...
Orbis investment update: Risks in the real world
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...
Should I invest 45% of my portfolio offshore?
In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...
Russia-led volatility underscores the need for calm, considered action
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...
Markets change quickly, investments shouldn’t
We often say that we play the hand we are dealt by the market. We can control our research efforts and our decisions, but we certainly can’t control the...
In pursuit of value
The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...
Balanced Fund: Perspectives and positioning
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...
Balanced Fund: Optionality, the most unappreciated asset
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...
COVID-19 cracked the crystal ball
Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years....
Positioning our portfolios for growth beyond COVID-19
The speed at which the financial market swings from despair to elation is astounding. The past few months have seen no shortage of mood swings as investors...
Orbis: Turn away from the noise and look to the long term
Much has been written about the emotional cycle of fear and greed in investing. Both panic and excessive optimism can create extraordinary opportunities for...
Orbis: Hunting for value
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...
Offshore investing: Not a popularity contest
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...
Investment Summit to give an inside view from fund management houses
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...
Beware the siren song of growth
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...
Orbis: Not just looking for cheap stocks
Our investment approach, which we share with our offshore partner Orbis, is sometimes characterised as ‘looking for cheap stocks’. Jeremie Teboul from Orbis...
Playing a loser's game
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...
