OIG

24/06/2026

The world is changing faster than ever before. The way we live, the way we work, entire industries evolve.

Markets fluctuate. Strategies adapt. But the thing that matters most remain the same.

At OIG, we believe wealth is never just about numbers.

It’s about people, their futures, their stories, their legacy, and growing wealth for a prosperous tomorrow.

Discover how OIG partners with advisors to build strategies that endure: https://vimeo.com/1200406635

22/06/2026

For decades, portfolios have been built using a familiar formula: equities for growth, bonds for stability, and cash for liquidity.

But in today’s markets, this approach may no longer reflect how portfolios truly behave or what clients actually need.

A shift is underway, from focusing on asset “buckets” to understanding the economic role each investment plays. This approach prioritises real outcomes such as income, capital preservation, and long-term sustainability.

Hedge funds are increasingly central to this thinking, offering more stable returns, diversification, and improved resilience, especially for income-focused investors, says Eugene Visagie, Head of Strategy at OIG.

Discover how rethinking portfolio construction can lead to better outcomes over time by reading our latest Hot Topic:

As hedge funds have become more accessible, they are steadily moving from the periphery into the core of portfolio construction.

12/06/2026

𝐈𝐧 𝐩𝐞𝐫𝐢𝐨𝐝𝐬 𝐨𝐟 𝐦𝐚𝐫𝐤𝐞𝐭 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲, 𝐭𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐦𝐚𝐲 𝐟𝐚𝐥𝐥 𝐬𝐡𝐨𝐫𝐭.

Hedge funds offer a differentiated approach through active management, diversification, and the ability to adapt quickly to changing conditions.

Explore why hedge funds remain a valuable component of a resilient investment portfolio in our latest Hot Topic available on our website: https://oig-invest.com/why-hedge-funds-matter-in-volatile-markets/

In an investment landscape shaped by higher volatility, shifting correlations, and increased market dispersion, hedge funds offer investors a broader toolkit to manage risk while still participating in growth opportunities. By reducing drawdowns, dampening volatility, and providing access to uncorre...

02/06/2026

Don’t forget to optimise your offshore investment allocation this tax year. With the Single Discretionary Allowance (SDA) now increased to R2 million per individual per calendar year, South African investors have greater flexibility to build meaningful offshore exposure without requiring prior SARS approval.

Read more about the update in our latest Hot Topic. Marilize Van Zyl, Head of Manager Research at OIG, revisits the expanded offshore limits, what they mean in practice, and why offshore optimisation should remain an important consideration within a long-term wealth strategy.

Read the full article here:

29/05/2026

𝐓𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 𝐭𝐨 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐰𝐡𝐨 𝐣𝐨𝐢𝐧𝐞𝐝 𝐮𝐬 𝐚𝐭 𝐭𝐡𝐞 𝐎𝐈𝐆 𝐫𝐨𝐚𝐝𝐬𝐡𝐨𝐰 𝐢𝐧 𝐏𝐫𝐞𝐭𝐨𝐫𝐢𝐚.

Through thoughtful discussion and valuable engagement, we explored this year’s theme, Consolidation vs. Acceleration. Positioning portfolios for what comes next. Your insights and considered questions reinforced the importance of trusted, forward‑thinking advice in an evolving investment landscape.

From practical portfolio considerations to expert perspectives on what 2026 may hold, the session was shaped by collaboration and shared purpose. We appreciate everyone who made the time to connect, reflect and look ahead with us.

We look forward to continuing the conversation as we navigate today’s realities and enable tomorrow’s opportunities together.

Missed us? Stay connected and be the first to hear about upcoming events by signing up here: https://tinyurl.com/OIG-sign-up-for-updates.

20/05/2026

Financial markets are moving fast. This is your opportunity to pause, reflect and position portfolios for what comes next.⁣
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Join us at 𝐎𝐈𝐆 𝐎𝐧 𝐭𝐡𝐞 𝐌𝐨𝐯𝐞 𝟐𝟎𝟐𝟔 𝐑𝐨𝐚𝐝𝐬𝐡𝐨𝐰 as we explore Consolidation versus Acceleration, with practical portfolio insights, expert perspectives and meaningful discussion designed for today’s investment realities.⁣
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𝟐𝟖 𝐌𝐚𝐲 𝟐𝟎𝟐𝟔 | 𝐏𝐫𝐞𝐭𝐨𝐫𝐢𝐚 | 𝐓𝐡𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐞𝐧𝐥𝐲𝐧 𝐌𝐚𝐢𝐧𝐞⁣
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𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐧𝐨𝐰 𝐭𝐨 𝐬𝐞𝐜𝐮𝐫𝐞 𝐲𝐨𝐮𝐫 𝐬𝐞𝐚𝐭: https://tinyurl.com/2hrmd6pa

18/05/2026

In his latest Offshore Investment Outlook: "𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝘃𝗲𝗿𝘀𝘂𝘀 𝗯𝗿𝗮𝘃𝗮𝗱𝗼", Chief Investment Officer at OIG Francois Botha, CAIA, explores why today’s investment environment requires greater balance, selectivity and resilience across offshore portfolios.

From bonds and equities to alternatives and gold, our latest Hot Topic unpacks how investors should think about positioning in a structurally changing global market environment. 𝗙𝘂𝗹𝗹 𝗔𝗿𝘁𝗶𝗰𝗹𝗲: https://oig-invest.com/offshore-investment-outlook-balance-versus-bravado/

Join Francois next week at our OIG On the Roadshow in Pretoria, where he’ll expand on these themes and share further offshore investment insights.

𝗖𝗼𝗻𝘀𝗼𝗹𝗶𝗱𝗮𝘁𝗶𝗼𝗻 𝘃𝗲𝗿𝘀𝘂𝘀 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗼𝗻 - 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀 𝗳𝗼𝗿 𝘄𝗵𝗮𝘁 𝗰𝗼𝗺𝗲𝘀 𝗻𝗲𝘅𝘁

Pretoria | 28 May 2026 | The Capital Menlyn Maine

𝗕𝗲 𝘀𝘂𝗿𝗲 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 - seats are limited >> https://oig-invest.com/events-pretoria-seminar

12/05/2026

Thank you to everyone who joined us at our On the Move Roadshow in Polokwane. It was a pleasure engaging with you and sharing valuable insights.

Our theme for this year reflects the environment we find ourselves in. The past few years have been defined by disruption, rapid change and divergence driven by geopolitical tensions, inflation shocks, aggressive interest rate tightening and concentrated market leadership.

𝐀𝐬 𝐰𝐞 𝐥𝐨𝐨𝐤 𝐚𝐡𝐞𝐚𝐝, 𝟐𝟎𝟐𝟔 𝐢𝐬 𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐮𝐩 𝐭𝐨 𝐛𝐞 𝐚 𝐲𝐞𝐚𝐫 𝐨𝐟 𝐜𝐨𝐧𝐬𝐨𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 𝐫𝐚𝐭𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧. 𝐀 𝐲𝐞𝐚𝐫 𝐟𝐨𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐭𝐨 𝐩𝐚𝐮𝐬𝐞, 𝐚𝐬𝐬𝐞𝐬𝐬 𝐚𝐧𝐝 𝐩𝐥𝐚𝐧.

We look forward to continuing the conversation at our next On the Move Roadshow in Pretoria.

𝐒𝐞𝐚𝐭𝐬 𝐚𝐫𝐞 𝐥𝐢𝐦𝐢𝐭𝐞𝐝. 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐧𝐨𝐰: https://oig-invest.com/events-pretoria-seminar/

22/04/2026

Markets can change as quickly as the Cape Town weather. In 2026, shifting interest rate expectations, political headlines, geopolitical tension and sudden market moves have made unpredictability the norm.

The reality is that we cannot control or predict every market storm. What we can do is prepare for it, says Marilize van Zyl, Head of Manager Research at OIG in her most recent Hot Topic article.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗛𝗼𝘁 𝗧𝗼𝗽𝗶𝗰 𝗵𝗲𝗿𝗲:

The reality is that in markets, as in nature, calm days and stormy days are both guaranteed. Investors who try to chase the sunshine often end up caught in the rain.

08/04/2026

In his latest Hot Topic, Eugene Visagie CFA FRM, Head of Strategy at OIG, explores a timely reminder: 𝘄𝗵𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝘀𝘁𝗶𝗹𝗹 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 – 𝗲𝘃𝗲𝗻 𝘄𝗵𝗲𝗻 𝗳𝗲𝗮𝗿 𝗳𝗲𝗲𝗹𝘀 𝗮𝗹𝗹 𝘁𝗼𝗼 𝗳𝗮𝗺𝗶𝗹𝗶𝗮𝗿.

Read the full article: https://oig-invest.com/why-investing-still-matters-even-when-fear-feels-too-familiar/

During COVID-19, empty shelves convinced many that shortages would persist, yet they didn’t. Supply chains adapted, shelves were restocked, and life normalised far sooner than many expected.

While war is far more complex and consequential, the behavioural response it triggers can feel strikingly similar.

Every era is unique, and history gives us a clear guide: investors who stay disciplined, stay invested, and stay focused for the long term have historically been rewarded, even when the world appears at its most uncertain.