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.
Author
Strictly Business
Category
Podcast website
Latest episode
Apr 20, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Install for free
Android 5M+ downloads · 4.8 rating
iOS soon
Episodes
The Asset Class with Reabetswe Kungwane 16.10.2025 12:44
Reabetswe Kungwane is an Investment Specialist at Ninety One in Cape Town
The Asset Class: Hannes van den Berg 15.10.2025 11:09
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
The Asset Class with Lisa MacCleod 14.10.2025 6:58
Lisa MacCleod is a Portfolio Manager at Ninety One in Cape Town.
The Asset Class with Alex Holroyd-Jones 09.10.2025 13:48
Alex Holroyd-Jones is a Portfolio Manager at Ninety One in London
The Asset Class with George Chevely 25.09.2025 13:38
George Chevely Portfolio Manager at Ninety One in London
The Asset Class: Philip Saunders 18.09.2025 7:14
Philip Saunders is Director of the Investment Institute at Ninety One in London
The Asset Class with Vivienne Taberer 12.09.2025 9:13
Vivienne Taberer, Investment Director at Ninety One in Cape Town
The Asset Class: Ruen Naidu 10.09.2025 10:01
Ruen Naidu is a Portfolio Manager at Ninety One in Cape Town.
The Asset Class: Sumesh Chetty 04.09.2025 14:23
Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town.
The Asset Class with Jason Borbora-Sheen 29.08.2025 20:05
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
The Asset Class: John Biccard 28.08.2025 24:16
John Biccard,Portfolio Manager, Value Fund at Ninety One
The Asset Class: John Stopford 20.08.2025 14:58
John Stopford, Head of Multi-Asset Income at Ninety One in London
The Asset Class: Thanzi Ramukosi 15.08.2025 12:15
Thanzi Ramukosi, Investment Specialist Emerging Market Alternative Credit at Ninety One in Cape Town.
The Asset Class: Malcolm Charles 08.08.2025 16:52
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
The Asset Class with George Chevely 03.08.2025 21:11
George Chevely Portfolio Manager at Ninety One in London
The Asset Class with Vivienne Taberer 31.07.2025 6:48
Vivienne Taberer, Investment Director at Ninety One in Cape Town
The Asset Class: Hannes van den Berg 25.07.2025 21:08
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
The Asset Class with Sahil Mahtani 10.07.2025 15:00
Sahil Mahtani is Director Investment Institute at Ninety One in London.
The Asset Class with Sisamkele Kobus 27.06.2025 11:40
Sisamkele Kobus is Economics Analyst at Ninety One in Cape Town.
The Asset Class with Paul Gooden 24.06.2025 10:14
Paul Gooden is a Portfolio Manager at Ninety One in London.
The Asset Class with Peter Kent 19.06.2025 15:23
Peter Kent is Co-Head of Emerging Market Fixed Income at Ninety One in Cape Town.
The Asset Class with Vivienne Taberer 05.06.2025 8:57
Vivienne Taberer, Investment Director at Ninety One in Cape Town
The Asset Class: Malcolm Charles 27.05.2025 16:16
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
The Asset Class: Adam Furlan 22.05.2025 6:56
Adam Furlan is portfolio manager at Ninety One in Cape Town.
The Asset Class: John Stopford 21.05.2025 14:55
John Stopford, Head of Multi-Asset Income at Ninety One in London
Similar podcasts
Listen to the The Asset Class by Strictly Business podcast in Replaio
Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.
