Strictly Business The Asset Class by 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.
Weekly English South Africa Business · Investing
436 Episodes
180 – 200

The Asset Class: Wenchang Ma

Wenchang Ma is co-portfolio manager for the All China Equity Strategy in the 4Factor team at Ninety One.
6 Jul 2021 11 min

The Asset Class: Charlie Dutton

Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
9 Jun 2021 10 min

The Asset Class: Simon Adler

Simon Adler is a Fund Manager at Schroders, responsible for co-managing UK institutional value/ESG portfolios within the Global Value team.
28 May 2021 12 min

The Asset Class: Michael Power

Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists
17 Mar 2021 28 min
180 – 200