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The Balanced Perspective: The weighting game

As regulatory changes in South Africa’s pension fund act come into effect, managers are faced with the prospect of a higher offshore allocation. At a time where global equities are dipping their toes into bear market territory, the debate of local versus offshore has never been more relevant. It took the world five months to recover from the last bear market, the one before that, four years. Navigating the waiting game, or weighting game, will require skill with client centricity at its heart. In this Balanced Perspective, we chat with Iain on some of these difficult questions, and what may be the prudent course of action given the current playing field.

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