ALLAN GRAY - How to unlock value through offshore investing.

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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

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