How much offshore is enough or too much?
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In this series, our Old Mutual Wealth Investment Managers answer some hard questions and demonstrate how they do the hard thinking and work so that you don't have to. Their answers are based on an in-depth understanding of the local and global economy, financial markets, and the driving forces that will shape tomorrow.
Roland Gräbe, Head of Old Mutual Wealth Tailored Fund Portfolios unpacks Regulation 28, diversification and getting the most from your offshore allocation.
For more information visit:
https://www.oldmutual.co.za/wealth/hq-investment/
Roland Gräbe, Head of Old Mutual Wealth Tailored Fund Portfolios unpacks Regulation 28, diversification and getting the most from your offshore allocation.
For more information visit:
https://www.oldmutual.co.za/wealth/hq-investment/
Chapters
- 00:02 Introduction to the Hard Questions series.
- 00:46 Introduction to the speaker, Roland Gräbe.
- 01:27 What is Regulation 28 and what has changed recently?
- 03:19 Who is affected by the changes to Regulation 28?
- 04:19 How does offshore allocation impact your investment strategy?
- 06:36 The optimal portfolio – how do we see that?
- 10:04 Talking through currency risk, and unhedged and hedged investing.
- 14:44 Pulling together conclusions: Offshore allocations – driven by investor constraints and preference?
- 15:30 Pulling together conclusions: More offshore is not necessarily better?
- 16:18 In the unit trust world, are hedged offshore strategies common yet?
- 17:54 Regulation 28 and the impact on balanced fund performance.
- 19:14 Conclusion.
