Strictly Business

The Asset Class by Strictly Business

Business EN ↓ 150 episodes

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

Business

Podcast website

strictlybusinesspodcast.com

Latest episode

Apr 20, 2026

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Episodes

The Asset Class: John Biccard 11.12.2024

John Biccard, Portfolio Manager, Ninety One Value Fund

The Asset Class: Achumile Mashalaba 29.11.2024

Achumile Mashalaba is an Assistant Portfolio Manager at Ninety One in Cape Town.

The Asset Class: Samantha Hartard 20.11.2024

Samantha Hartard is from 4Factor SA at Ninety One in Cape Town.

The Asset Class: Janine Langenhoven 18.11.2024

Janine Langenhoven is Senior Legal Counsel at Ninety One

The Asset Class: Adam Furlan 15.11.2024

Adam Furlan is portfolio manager at Ninety One in Cape Town.

The Asset Class: Philip Saunders 06.11.2024

Philip Saunders is Director of the Investment Institute at Ninety One in London

The Asset Class: Adam Furlan 30.10.2024

Adam Furlan is portfolio manager at Ninety One in Cape Town.

The Asset Class with George Chevely 23.10.2024

George Chevely, Portfolio Manager, Global Gold at Ninety One in London

The Asset Class: Marc Lindley 21.10.2024

Marc Lindley is Product Specialist at Ninety One Investment Platform in Cape Town.

The Asset Class: Rehana Khan 16.10.2024

Rehana Khan, SA Equity and Multi Asset at Ninety One in Cape Town

The Asset Class: Philip Saunders 02.10.2024

Philip Saunders is Director of the Investment Institute at Ninety One in London

The Asset Class with Jason Borbora-Sheen 20.09.2024

Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.

The Asset Class: Malcolm Charles 19.09.2024

Malcolm Charles is a Portfolio Manager Fixed Income at Ninety One in Cape Town

The Asset Class with Muhammad Docrat and Paul Gooden 13.09.2024

Muhammad Docrat, Analyst at Ninety One in Cape Town and Paul Gooden, Portfolio Manager at Ninety One in London.

The Asset Class with Jaco Van Tonder 12.09.2024

Jaco Van Tonder is Advisor Services Director at Ninety One in Cape Town.

The Asset Class: Philip Saunders 23.08.2024

Philip Saunders is Director of the Investment Institute at Ninety One in London

The Asset Class with Jason Borbora-Sheen 19.08.2024

Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.

The Asset Class: John Stopford 08.08.2024

John Stopford, Head of Multi-Asset Income at Ninety One in London

The Asset Class with Ian Cunningham 29.07.2024

Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London

The Asset Class with Vivienne Taberer 18.07.2024

Vivienne Taberer, Investment Director at Ninety One in Cape Town

The Asset Class: Varun Laijawalla 10.07.2024

Varun Laijawalla is a Portfolio Manager at Ninety One in London.

The Asset Class: John Biccard 18.06.2024

John Biccard, Portfolio Manager, Ninety One Value Fund

The Asset Class with Matt Evans 18.06.2024

Matt Evans is a Portfolio Manager at Ninety One in London

The Asset Class: John Stopford 06.06.2024

John Stopford, Head of Multi-Asset Income at Ninety One in London

The Asset Class: Malcolm Charles 03.06.2024

Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

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