Local is lekker in the global village

Jul 21 2011 00:00

The winter is in full swing in South Africa, casting a cold and quite miserable pall over the landscape. Like swallows that head to warmer climes during the cold months locals who can afford it also flock to the northern hemisphere to find sunny spots and better conditions.

Go global or go home?

In the next issue…

Jul 21 2011 00:00

The topic for our next Collective Insight is “The New World of financial regulations – Who’s winning/who’s losing/and are we going in the right direction?”

Go global or go home?

Add global arrows to your investment quiver

Jul 21 2011 00:00

“Given my domestic stock market has consistently given me very decent equity returns and respectable bond returns, against that backdrop how much should I consider allocating overseas?” Over recent years I’ve come across that question many times – and not just in South Africa.

Go global or go home?

Go African or go home

Jul 21 2011 10:00

Diversification overseas is the conventional wisdom and South Africans’ 25% allowance to do so seems an important opportunity not to be wasted. What’s perhaps less appreciated is how “global” SA’s equity markets already are.

Go global or go home?

The asset allocation challenges of today’s global market

Jul 21 2011 10:00

South African investors who ignored advice to invest offshore 10 years ago are probably smiling today. An investor would have about four times more money if he’d invested in the FTSE/JSE all Share index over that period instead of the FTSE world index.

COLLECTIVE INSIGHT

Go global or go home?

Going global in the current regulatory environment

Jul 21 2011 10:00

Two fairly recent legislative updates are having a major impact on South African retirement funds’ investment strategies and the boards of trustees responsible for them.

Go global or go home?

Tactical and strategic implications for asset managers

Jul 21 2011 00:00

Are managers finally able to up the ante on tactical asset allocation by taking realistic tactical overweight positions on their overseas portfolios by having access to a 25% offshore allocation?

Go global or go home?

The importance of currency returns and currency hedging

Jul 21 2011 00:00

There’s a continuing trend for investors to reduce their home bias in equity allocation and increase the allocation to overseas equities. An important consideration in a move towards global investing is the impact of currencies.

Go global or go home?

Let’s shatter a few myths and tap into a few biases

Jul 21 2011 00:00

There were any number of compelling contributions to our discussion about “Go global or go home?” that deserve mention but we couldn’t include them in their entirety.

Inside Collective Insight

Agents for change

"There are risks and costs to a programme of action." - John F Kennedy
The upside down food chain

TWO AMERICAN anthropologists released a scathing study of pension fund governance in 1992.
Goals-based investing

Behavioural finance teaches a great deal about the types of errors that investment practitioners ...
The Da Vinci Investors

SCIENCE has advanced more rapidly over the past century - and arguably contributed more to our li...
Torturing the statistics until they c...

ANYONE who has spent time reading economic journals will have come across people with PhDs who cr...
Beauty parades, betting and bubbles

PERHAPS Winston Churchill summed it up best when he said that he couldn't get his mind around eco...

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