Exploring Offshore Investments

Diversification and Considerations for South African Investors

In this interview between Tony from Cover Magazine and Brandon Naidoo, Liberty's Lead Specialist for Retail Investment Propositions, they discuss the topic of offshore investments, particularly focusing on the perspective of South African investors. Brandon highlights the importance of diversification and the limitations of investing solely in the South African market. He emphasizes that offshore investments provide access to a broader range of opportunities and sectors, such as clean energy, robotics, and artificial intelligence, which are expected to dominate in the coming decades.

While currency fluctuation plays a role, Brandon suggests that taking a long-term perspective and staying true to the decision to invest offshore can outweigh the emotional bias associated with currency movements.

The conversation also touches on different investment routes, such as indirect and direct offshore investing, as well as the role of financial advisors in helping clients navigate the complexities and tailor investment strategies to individual needs, including tax considerations and access to funds.

Listen to the discussion: