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
425 Episodes
200 – 220

The Asset Class: Simon Brazier

Simon Brazier is Co-Head of Quality at Ninety One. He is a portfolio manager with a focus on UK equities, and manager of the UK Alpha Fund strategy.
13 Jan 2021 10 min

The Asset Class: Rhynhardt Roodt

Rhynhardt is the Co-Head of 4Factor and co-portfolio manager for the 4Factor Global Equity and Global Dynamic Equity Strategies at Ninety One.
24 Nov 2020 12 min

The Asset Class: Michael Power Part 2

The investment strategist answers more thought-provoking client questions pertaining to 2020’s astonishing series of events. Michael looks back AND forward with his usual alacrity and vision.
19 Oct 2020 24 min

The Asset Class: Wenchang Ma

"From coal to carbon-free in 40 years and what it means for investing in China". Wenchang Ma is co-portfolio manager for the All China Equity Strategy in the 4Factor team at Ninety One.
7 Oct 2020 8 min

The Asset Class: Victoria Harling

As the world searches for yield in a low-yielding world, emerging market debt has come to the fore in the last few months. Victoria Harling is head of emerging market corporate debt and is responsible for managing the Emerging Market Corporate Debt Strategy and the EM Investment Grade Corporate Debt…
11 Sep 2020 14 min
200 – 220