Strictly Business
The Asset Class by Strictly Business
A regular feature populated by our finest fund managers, who explain their positioning in the markets, their current asset allocation and their views on future market behaviour. Essential listening for serious, long term investors.
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Strictly Business
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Latest episode
Apr 20, 2026
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Episodes
The Asset Class: Alper Kilic 20.04.2026 18:53
Alper Kilic is Head of Alternative Credit at Ninety One in London.
The Asset Class: Stephen Naidoo and Lisa McCleod 14.04.2026 10:49
Stephen Naidoo and Lisa McCleod are Portfolio Managers at Ninety One in Cape Town.
The Asset Class: Tshipiri Meudi 13.04.2026 13:43
Tshipiri Meudi is Managing Director, SA Infrastructure at Ninety One in Cape Town.
The Asset Class: James Turp 09.04.2026 8:05
James Turp, Portfolio Manager at Ninety One in Cape Town.
The Asset Class: Malcolm Charles 01.04.2026 8:56
Malcolm Charles, Portfolio Manager at Ninety One in Cape Town
The Asset Class with George Chevely 26.03.2026 8:40
George Chevely Portfolio Manager, Natural Resources at Ninety One in London
The Asset Class: Jason Borbora-Sheen 16.03.2026 13:10
Jason Borbora-Sheen is a Portfolio Manager at Ninety One in London
The Asset Class with Paul Gooden 09.03.2026 11:03
Paul Gooden, Head of Natural Resources at Ninety One in London.
The Asset Class: John Biccard 05.03.2026 19:20
John Biccard is Portfolio Manager, Value Fund at Ninety One
The Asset Class: John Stopford 03.03.2026 13:05
John Stopford, Head of Multi-Asset Income at Investec Asset Management in London
The Asset Class with David Knee 25.02.2026 16:36
David Knee, Head of Multi-Asset at Ninety One in Cape Town
The Asset Class: Philip Saunders 25.02.2026 23:14
Philip Saunders, Director at the Investment Institute at Ninety One in London.
The Asset Class: Alastair Herbertson 16.02.2026 7:00
Alastair Herbertson, Managing Director Emerging Market Alternative Credit at Ninety One in Cape Town
The Asset Class: Wenchang Ma 13.02.2026 13:02
Wenchang Ma is a Portfolio Manager, China Equity at Ninety One in Hong Kong
The Asset Class: Puleng Pitso 12.02.2026 10:13
Puleng Pitso, Investment Specialist at Ninety One in Cape Town.
The Asset Class: Sahil Mahtani 05.02.2026 10:30
Sahil Mahtani, Director of the Investment Institute at Ninety One in London
The Asset Class with George Chevely 05.02.2026 10:49
George Chevely Portfolio Manager at Ninety One in London
The Asset Class: Philip Saunders 29.01.2026 8:27
Philip Saunders, Director at the Investment Institute at Ninety One in London.
The Asset Class: Malcolm Charles 27.01.2026 14:54
Malcolm Charles, Portfolio Manager at Ninety One in Cape Town
The Asset Class: Sumesh Chetty 21.01.2026 18:20
Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town
The Asset Class with Paul Gooden 13.01.2026 10:43
Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.
The Asset Class: John Biccard 05.12.2025 15:33
John Biccard is Portfolio Manager, Value Fund
The Asset Class: Sisamkele Kobus & Adam Furlan 12.11.2025 10:22
Adam Furlan is a portfolio manager and Sisamkele Kobus is an Economics Analyst, both at Ninety One
The Asset Class: Siobhan Simpson 11.11.2025 7:18
Siobhan Simpson is Head of SA Unit Trusts at Ninety One.
The Asset Class with Muhammad Docrat 28.10.2025 17:14
Muhammad Docrat is an Analyst at Ninety One
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