Season 14 Episode 34

Wendy Myers on JSE investing and offshore diversification

06 August 2026 · 19:14 min

JSE investing can strengthen South African portfolios by adding local sector exposure while reducing dependence on concentrated offshore technology shares.

Wendy Myers, Head of PSG Securities, explains why the JSE remains relevant despite the decline in listed companies over the past two decades.… She discusses the context behind delistings, including mergers, acquisitions, management buyouts, and companies moving to more liquid offshore exchanges.

The conversation examines recent JSE listing reforms and new market entrants, as well as the performance of South African resources, industrials, and financial shares. Myers highlights standout local companies and explains how rand strength, inflation, interest rates, global growth, and geopolitical uncertainty influence returns.

She also outlines why investors should avoid treating local and offshore investing as an either-or decision. Instead, South Africans should maintain geographic and sector diversification, remain invested during volatility, limit exposure to individual shares, and keep available cash to take advantage of quality companies when markets decline.

0:00 Intro
1:23 JSE delistings and investment quality
4:14 Reforms and new JSE listings
7:41 South African market performance
10:21 Industrial and financial shares
13:24 Local versus offshore diversification
15:36 Building a resilient portfolio

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