ALLAN GRAY - How to unlock value through offshore investing.

Loading player...
GUEST - Horacia Naidoo-McCarthy, manager in the Institutional Clients team at Allan Gray

Summary: Investors in the FTSE/JSE All Share Index (ALSI) have seen impressive year-to-date returns of 31%, driven largely by a strong rebound in commodity prices as gold and other metals have regained their lustre. However, it is worthwhile remembering that seasons change, and South Africa represents less than 0.5% of global equity markets.

Offshore investing continues to offer long-term investors access to a broader universe of currencies, regions, and industries, protecting your investments from a range of risks while delivering robust returns over time.

Horacia Naidoo-McCarthy, manager in the Institutional Clients team at Allan Gray, joins Kaya Biz to discuss the role of offshore investing in building portfolio resilience and explain how you can gain offshore exposure.
25 Nov 2025 3PM English South Africa Business News · Investing

Other recent episodes

EXPLAINER - Why some sports stars are worth more than companies.

An 18-year-old footballer valued at more than R6 billion has reignited a global debate: how do we really put a price on modern sports stars? Following a new long-term contract at Barcelona, teenage sensation Lamine Yamal has been named the world’s most valuable footballer — outranking established global icons and…
15 Jan 3PM 22 min

Why central bank independence matters.

GUEST – Prof Jannie Rossouw - Honorary professor at Wits Business School and economist at Altitude Wealth Central bank independence refers to a central bank’s ability to formulate and implement monetary policy - such as setting interest rates and managing liquidity - without direct control or interference from the political…
15 Jan 3PM 19 min

South Africa at Davos 2026: The Investment Message SA Is Taking to the World.

GUEST - Neville Matjie, CEO of Brand South Africa As global leaders gather in Davos under the theme “A Spirit of Dialogue”, South Africa is stepping onto one of the world’s most influential stages to make its investment case amid heightened geopolitical tension, economic uncertainty and rapid technological change. With…
15 Jan 3PM 10 min