Blog Archives

Options for offshore investing – and their tax implications

Amid the tide of reports of doom and gloom for the local economy, supported recently by Moody’s official downgrade of South Africa to “junk bond” status, financial planners are faced with the dilemma of what to do with their clients’ long-term investments and savings.

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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?

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Adopt a global mind-set for long-term investment success

South African investors are fixated on the rand exchange rate, so much so that our currency movements act as a barometer of our nation’s mood: when the rand is strong, happiness pervades, but if the rand depreciates, emotions head south at the same pace – or even faster.

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Do you need to rethink your offshore investment exposure?

Do you need to rethink your offshore investment exposure?

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Investing offshore versus investing in offshore assets

Investing in international markets is an important diversification building block to investors’ portfolios.

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The grand rand debate: the long and the short of it

Taking money offshore is more than a bet against the government.

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Investing offshore – have you ticked the boxes?

While there is definitely a case for investing offshore at the moment, it’s crucial to remember to keep a long-term view.

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A tale of two crises

Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and value of individual securities.

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High valuations reduce short-term investment opportunities

Even though there isn’t much trading at low valuations, patient investors will be rewarded in future.

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International outlook

Global equity markets posted good returns in the second quarter, with a gain of 5.1% for the MSCI World Index (MSCI World) and 6.7% for the MSCI Emerging Markets Index (MSCI EM).

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.