OIG

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.

27/03/2026

The war in the Middle East continues to influence oil shipping chokepoints, global energy trade and security. Trade flows, market volatility, geopolitical risk and shifting global shipping dynamics are creating disruption, pressure and opportunity for the world economy.

South Africa risks underutilising a strategic opportunity as port facilities, the rand, oil prices and listed stocks respond to uncertainty, inflation and changing trade flows.

Read our latest To the Point: https://oig-invest.com/economic-impact-of-the-war-in-the-middle-east

25/03/2026

After years of disruption and divergence due to geopolitical tensions and rapid interest-rate tightening, 2026 signals a shift towards consolidation rather than acceleration - a year where investors pause, digest, and plan.

Join us in Polokwane for an engaging discussion on how to position portfolios for resilience today and opportunity tomorrow.

Seats are filling fast, register now: https://oig-invest.com/events-polokwane-seminar/

Venue: Fusion Boutique Hotel
Date: Tuesday, 12 May 2026
Time: 08:30 – 11:00 SAST

Secure your seat now: https://oig-invest.com/events-polokwane-seminar/

17/03/2026

Most advisers assume that when a client leaves, performance is to blame. Yet decades of behavioural research show a very different story. Clients rarely fire advisers because of returns. They leave because of communication gaps, emotional discomfort, and eroded confidence.

In our latest Hot Topic, OIG Portfolio, Specialist Estian Storm says that the truth is simple: good advice does not always feel good in real time, and without proactive communication, even prudent guidance can push clients away.

Read the full article here:

Why good advice sometimes drives clients away – Investment returns are rarely the primary reason clients terminate advisory relationships. In many cases, clients fire competent advisers for reasons that have little to do with portfolio construction...