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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Autor

Strictly Business

Categoria

Business

Site do podcast

strictlybusinesspodcast.com

Último episódio

20 de abr de 2026

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Episódios

The Asset Class: Alper Kilic 20.04.2026

Alper Kilic is Head of Alternative Credit at Ninety One in London.

The Asset Class: Stephen Naidoo and Lisa McCleod 14.04.2026

Stephen Naidoo and Lisa McCleod are Portfolio Managers at Ninety One in Cape Town.

The Asset Class: Tshipiri Meudi 13.04.2026

Tshipiri Meudi is Managing Director, SA Infrastructure at Ninety One in Cape Town.

The Asset Class: James Turp 09.04.2026

James Turp, Portfolio Manager at Ninety One in Cape Town.

The Asset Class: Malcolm Charles 01.04.2026

Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

The Asset Class with George Chevely 26.03.2026

George Chevely Portfolio Manager, Natural Resources at Ninety One in London

The Asset Class: Jason Borbora-Sheen 16.03.2026

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

The Asset Class with Paul Gooden 09.03.2026

Paul Gooden, Head of Natural Resources at Ninety One in London.

The Asset Class: John Biccard 05.03.2026

John Biccard is Portfolio Manager, Value Fund at Ninety One

The Asset Class: John Stopford 03.03.2026

John Stopford, Head of Multi-Asset Income at Investec Asset Management in London

The Asset Class with David Knee 25.02.2026

David Knee, Head of Multi-Asset at Ninety One in Cape Town

The Asset Class: Philip Saunders 25.02.2026

Philip Saunders, Director at the Investment Institute at Ninety One in London.

The Asset Class: Alastair Herbertson 16.02.2026

Alastair Herbertson, Managing Director Emerging Market Alternative Credit at Ninety One in Cape Town

The Asset Class: Wenchang Ma 13.02.2026

Wenchang Ma is a Portfolio Manager, China Equity at Ninety One in Hong Kong

The Asset Class: Puleng Pitso 12.02.2026

Puleng Pitso, Investment Specialist at Ninety One in Cape Town.

The Asset Class: Sahil Mahtani 05.02.2026

Sahil Mahtani, Director of the Investment Institute at Ninety One in London

The Asset Class with George Chevely 05.02.2026

George Chevely Portfolio Manager at Ninety One in London

The Asset Class: Philip Saunders 29.01.2026

Philip Saunders, Director at the Investment Institute at Ninety One in London.

The Asset Class: Malcolm Charles 27.01.2026

Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

The Asset Class: Sumesh Chetty 21.01.2026

Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town

The Asset Class with Paul Gooden 13.01.2026

Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.

The Asset Class: John Biccard 05.12.2025

John Biccard is Portfolio Manager, Value Fund

The Asset Class: Sisamkele Kobus & Adam Furlan 12.11.2025

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

Siobhan Simpson is Head of SA Unit Trusts at Ninety One.

The Asset Class with Muhammad Docrat 28.10.2025

Muhammad Docrat is an Analyst at Ninety One

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