Kaya 959 Kaya Biz

ALLAN GRAY: The risks and rewards of offshore investing

Loading player...
GUEST: Horacia Naidoo-McCarthy - Institutional Clients manager at Allan Gray
While home may offer great comfort and safety in the known, there are enriching experiences and learnings to be gained from venturing into the great unknown. The same can be said for investing. Many investors suffer from “home country bias”, meaning that we invest a disproportionate amount of our savings locally. However, investing offshore allows long-term investors to take advantage of global opportunities to create a diversified portfolio that can protect your investment from a range of risks and deliver robust returns over time. Horacia Naidoo-McCarthy, Institutional Clients manager at Allan Gray, joins Kaya Biz to discuss the risks and rewards of offshore investing.
21 May 2024 1PM English South Africa Business News · Investing

Other recent episodes

National Minimum Wage increase – 01 March 2026

From 1 March 2026, South Africa’s National Minimum Wage will increase by 5%, rising from R28.79 to R30.23 per ordinary hour worked. The adjustment applies across sectors, including farm and domestic workers, pushing the minimum weekly wage for a 45-hour week to R1 360.35 and the monthly minimum to just…
23 Feb 3PM 11 min

Milk industry at significant risk

South Africa’s dairy industry is facing mounting pressure as foot and mouth disease (FMD) containment measures begin to spill over into export restrictions on dairy products that industry players insist are scientifically safe. Food producer Clover SA has warned that inconsistent and non-standardised FMD eradication measures applied across provinces are…
23 Feb 2PM 15 min

Beyond Burnout: How high achievers mistake endurance for growth

Burnout is often described as the result of taking on too much, too much work, too much responsibility, too many competing priorities. But according to Ronald from HL Consulting, that explanation misses something deeper. He joins the show to unpack why high performers are especially vulnerable to this pattern, and…
23 Feb 2PM 20 min

Budget 2026 & VAT

As South Africa prepares for Budget 2026, attention is shifting not to dramatic tax rate changes, but to the quiet mechanisms through which revenue is protected and expanded. While political resistance makes large VAT rate increases unlikely, SARS appears to be sharpening enforcement, modernising compliance systems, and strengthening audit scrutiny…
23 Feb 2PM 11 min

Budget Speech 2026: Ten Policy Issues to Watch

Finance Minister Enoch Godongwana is scheduled to present the 2026 National Budget on 25 February. Market participants will be watching closely for updates on debt stabilisation, revenue and expenditure projections, and progress on ongoing structural reform initiatives. Ricardo Smith, Chief Investment Officer, Absa Investments unpacks ten policy areas that warrant…
23 Feb 2PM 14 min
All episodes