Until the early 2010s, South African investors had a strong bias towards investing in local markets. Offshore markets were generally perceived to be too far away and too inaccessible to consider. Data about performance and alternative investments was also not readily available until about a decade ago.
How do you create wealth? It’s not a new question and still it remains complex, even for people in the financial industry. As global investment specialists, we assist entrepreneurs in making better asset allocation decisions about their estates.
Elevated levels of inflation and higher interest rates recently spooked the financial markets while the world watched with bated breath as Russia invaded Ukraine. These are two of the many factors that are currently affecting the global economy and markets.
Most South African investors know that they need to include global exposure in their portfolios, and that they should increase their exposure if they already have it. There are, however, many considerations, such as different asset classes and available investment options.
