How to better manage the volatility of offshore investments.

Portfolio risk optimisation is a core component of wealth management. This is partially because matching the volatility of a client’s assets to their life stage, liability profile and risk appetite, is critical to ensuring that they remain invested through market cycles.

After COVID, work-from-home and online meetings have become the world’s way. Personally, I don’t like it; but sometimes it’s much more convenient to log on to Teams than jump in your car and drive 30 minutes each way for a one-hour meeting.

Apart from significant losses to shareholders, what did both of these events have in common? Very simply – management told shareholders bad news was coming and gave them fair warning to adjust their exposure appropriately.

Is investing offshore simply a question of USD vs ZAR? Daniel King, Head of Fixed Income at Counterpoint Asset Management shares his insights in his latest thought piece “Reframing the offshore debate”.

In this Thought Piece, Daniel King discusses what the yield curve may be telling us, and how competing theories imply vastly different outlooks for asset class returns.

In the five-year period from 2013 to 2018, many South African investors also became “yield pigs”. The vehicle of choice with which to express this form of greed was a security called a “REIT”, which is an acronym for Real Estate Investment Trust.