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Articles tagged as "Offshore"

Insights categories - Personal investing

Investing for education in an inflationary environment

By Shaheed Mohamed on 10 Jan 2024

Reading time: 6 mins

Parents can expect little relief in 2024, with reports suggesting that fee hikes for South African schools will yet again come in above general inflation,...

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 - 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 - Local investing

The evolving role of balanced funds

By Tamryn Lamb on 31 Jan 2023

Reading time: 12 mins

Tamryn Lamb looks at the important role balanced funds have played in your portfolio over time, the returns they have generated and the variability of these...

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 - 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

Offshore restrictions revised to 45% for Allan Gray Living Annuity, Endowment and Tax-Free Investment accounts

By Tamryn Lamb on 10 Mar 2022

Reading time: 2 mins

The South African Reserve Bank (SARB) has confirmed that the offshore limit for life companies, including Allan Gray Life, has been set at 45% for all...

Insights categories - Personal investing

Contextualising retirement reforms in South Africa

By Jaya Leibowitz on 10 Mar 2022

Viewing time: 1 min

National Treasury has proposed retirement reforms aimed at enabling retirement savers to better balance short- and long-term needs and boosting the governanc...

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 - Retirement

Great news for retirement savers as offshore limits increased to 45%

By Earl Van Zyl on 02 Mar 2022

Reading time: 2 mins

Following announcements in the recent Budget speech, the South African Reserve Bank (SARB) has confirmed that the offshore investment limits for all investme...

Insights categories - Investment insights

Key questions that advisers and clients are asking

By Tamryn Lamb on 11 Oct 2021

Reading time: 23 mins

Uncertainty is a fact of life, and ever present in investing. There are times, however, when uncertainty seems to dominate sentiment and news flow – and...

Insights categories - Offshore investing

Markets change quickly, investments shouldn’t

By John Christy on 03 Sep 2021

Reading time: 5 mins

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...

Insights categories - Investment insights

In pursuit of value

By Jacques Plaut on 26 May 2021

Reading time: 10 mins

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns...

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 - Markets and economy

COVID-19 cracked the crystal ball

By Tamryn Lamb on 22 Jun 2020

Reading time: 9 mins

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....

Insights categories - Local investing

Positioning our portfolios for growth beyond COVID-19

By Andrew Lapping on 23 Apr 2020

Reading time: 12 mins

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...

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 - Personal investing

New tax laws for expats

By Carla Rossouw on 03 Mar 2020

Reading time: 10 mins

The laws around tax for South Africans who live and work abroad have changed and it’s important to work out whether or not you are now expected to pay tax on...

Insights categories - Personal investing

Q&A: What’s on your mind about the Allan Gray business?

By Earl Van Zyl on 28 Oct 2019

Reading time: 7 mins

We field a lot of questions from clients and advisers each week. Earl Van Zyl offers some answers to questions that are coming up frequently.

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 - Personal investing

Junk status: Diversification is key to protect against market shocks

By Jeanette Marais on 05 May 2017

Reading time: 3 mins

The best thing you can do during periods of heightened uncertainty is to stick to your investment plan...

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

Protect your buying power by investing offshore

By Richard Carter on 30 Dec 2016

Listening time: 14 mins

We are all fixated on the rand-dollar exchange rate and what it will do next, but does it really affect our day-to-day? And what can you do about it? Listen ...

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

Should you invest offshore at R15/US$?

By Tamryn Lamb on 01 Aug 2016

Viewing time: 1 min

It is exceptionally difficult to decide when is the best time to invest offshore based on news headlines. If you want to get more for what you pay, investing...

Insights categories - Offshore investing

Broaden your horizons with offshore investments

By Tamryn Lamb on 14 Jun 2016

Reading time: 4 mins

It is natural to feel uneasy about your finances during times of uncertainty. However, one should be wary of making decisions based on short-term events. The...

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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