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 with Sisamkele Kobus 24.08.2023 8:45
Sisamkele Kobus is an Analyst at Ninety One in Cape Town.
The Asset Class with Stephan Naidoo 18.08.2023 8:13
Stephan Naidoo is a Portfolio Manager at Ninety One in Cape Town, jointly responsible for the Ninety One High Income Fund
The Asset Class with Philip Saunders 17.08.2023 14:45
Philip Saunders is Investment Institute Director at Ninety One in London.
The Asset Class: Adam Furlan 02.08.2023 9:09
Adam Furlan Portfolio Manager at Ninety One in Cape Town
The Asset Class with Philip Saunders 20.07.2023 11:29
Philip Saunders is Investment Institute Director at Ninety One in London.
The Asset Class with Tom Nelson 06.07.2023 13:25
Tom Nelson is the Head of Thematic Equity and Co-Portfolio Manager of Global Natural Resources at Ninety One in London
The Asset Class with Philip Saunders 23.06.2023 11:12
Philip Saunders is Investment Institute Director at Ninety One in London.
The Asset Class with Russel Silberston 15.06.2023 8:36
Russel Silberston is a Strategist at Ninety One in London
The Asset Class with John Biccard and David Shapiro 08.06.2023 46:41
John Biccard is a Portfolio Manager at Ninety One and David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd.
The Asset Class with Paul Hutchinson 05.06.2023 7:46
Paul Hutchinson is the Sales Manager at Ninety One in Cape Town
The Asset Class with Daniel Morgen 25.05.2023 14:04
Daniel Morgen is an analyst at NinetyOne
The Asset Class with John Stopford 17.05.2023 8:08
John Stopford is the head of Muli-Asset Income at NinetyOne in London.
The Asset Class with Hannes Van Den Berg 11.05.2023 11:05
Hannes Van Den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town
The Asset Class with Martijn Proos 27.04.2023 15:29
Martijn Proos is Director at Ninety One - Fund Manager of Emerging Africa Infrastructure Fund
The Asset Class with Paul Hutchinson 25.04.2023 6:31
Paul Hutchinson is the Sales Manager at Ninety One in Cape Town
The Asset Class with Annika Brouwer 24.04.2023 14:42
Annika Brouwer is the Sustainability Specialist at Ninety One in London
The Asset Class with Jason Borbora-Sheen 14.04.2023 10:01
Jason Borbora-Sheen is a Portfolio Manager at Ninety One in London
The Asset Class with Philip Saunders 24.03.2023 12:47
Philip Saunders is Investment Institute Director at Ninety One in London.
The Asset Class with Hannes Van Den Berg 16.03.2023 10:14
Hannes Van Den Berg is a Portfolio Manager at Ninety One in Cape Town
The Asset Class with Ian Cunningham 16.03.2023 12:12
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London
The Asset Class with George Chevely 16.03.2023 10:35
George Chevely Portfolio Manager at Ninety One in London
The Asset Class with Philip Saunders 09.03.2023 11:37
Philip Saunders is Director at Investment Institute at Ninety One in London.
The Asset Class with Tom Nelson 02.03.2023 17:28
Tom Nelson is the Head of Thematic Equity at Ninety One in London
The Asset Class with Annabel Bishop 01.03.2023 13:21
Annabel Bishop is a Chief Economist at Investec
The Asset Class: Joanne Baynham 23.02.2023 19:07
Joanne Baynham is a Wealth Manager at Sterling Private Wealth
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