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?
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Episodes
The Asset Class: John Biccard 11.12.2024 22:41
John Biccard, Portfolio Manager, Ninety One Value Fund
The Asset Class: Achumile Mashalaba 29.11.2024 10:11
Achumile Mashalaba is an Assistant Portfolio Manager at Ninety One in Cape Town.
The Asset Class: Samantha Hartard 20.11.2024 9:46
Samantha Hartard is from 4Factor SA at Ninety One in Cape Town.
The Asset Class: Janine Langenhoven 18.11.2024 9:46
Janine Langenhoven is Senior Legal Counsel at Ninety One
The Asset Class: Adam Furlan 15.11.2024 9:46
Adam Furlan is portfolio manager at Ninety One in Cape Town.
The Asset Class: Philip Saunders 06.11.2024 10:39
Philip Saunders is Director of the Investment Institute at Ninety One in London
The Asset Class: Adam Furlan 30.10.2024 7:43
Adam Furlan is portfolio manager at Ninety One in Cape Town.
The Asset Class with George Chevely 23.10.2024 12:21
George Chevely, Portfolio Manager, Global Gold at Ninety One in London
The Asset Class: Marc Lindley 21.10.2024 13:04
Marc Lindley is Product Specialist at Ninety One Investment Platform in Cape Town.
The Asset Class: Rehana Khan 16.10.2024 12:24
Rehana Khan, SA Equity and Multi Asset at Ninety One in Cape Town
The Asset Class: Philip Saunders 02.10.2024 10:08
Philip Saunders is Director of the Investment Institute at Ninety One in London
The Asset Class with Jason Borbora-Sheen 20.09.2024 11:08
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
The Asset Class: Malcolm Charles 19.09.2024 12:46
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 12:38
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 16:02
Jaco Van Tonder is Advisor Services Director at Ninety One in Cape Town.
The Asset Class: Philip Saunders 23.08.2024 13:12
Philip Saunders is Director of the Investment Institute at Ninety One in London
The Asset Class with Jason Borbora-Sheen 19.08.2024 13:03
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
The Asset Class: John Stopford 08.08.2024 11:07
John Stopford, Head of Multi-Asset Income at Ninety One in London
The Asset Class with Ian Cunningham 29.07.2024 10:16
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London
The Asset Class with Vivienne Taberer 18.07.2024 8:19
Vivienne Taberer, Investment Director at Ninety One in Cape Town
The Asset Class: Varun Laijawalla 10.07.2024 19:46
Varun Laijawalla is a Portfolio Manager at Ninety One in London.
The Asset Class: John Biccard 18.06.2024 14:39
John Biccard, Portfolio Manager, Ninety One Value Fund
The Asset Class with Matt Evans 18.06.2024 9:55
Matt Evans is a Portfolio Manager at Ninety One in London
The Asset Class: John Stopford 06.06.2024 7:45
John Stopford, Head of Multi-Asset Income at Ninety One in London
The Asset Class: Malcolm Charles 03.06.2024 7:47
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
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