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

240 – 260

The Asset Class: Peter Eerdmans - Ninety One

Co-Head of Fixed Income at Ninety One in London

17 Jun 2020 19 min

The Asset Class: George Cheveley - Ninety One

George Cheveley is a Portfolio Manager at Ninety One

15 Jun 2020 13 min

The Asset Class: Simon Howie

Simon Howie is a co-head of SA & Africa Fixed Income and portfolio manager at Ninety One

8 Jun 2020 11 min

The Asset Class: Deirdre Cooper

Deirdre Cooper is co-portfolio manager for the Global Environment Strategy in the Natural Resources team at Investec Asset Management, soon to Ninety One

8 Jun 2020 14 min

The Asset Class: Dr Adrian Saville - Cannon Asset Managers

Founder & Chief Executive Cannon Asset Managers, Dr Adrian Saville speaks about his piece "Investing for Roubini's Greater Depression".

4 Jun 2020 15 min

The Asset Class: Sean Markowicz

Sean Markowicz, CFA - Strategist - Schroders

21 May 2020 10 min

-DELETED- The Asset Class: John Biccard - Ninety One

John Biccard is responsible for the 91 Value Fund.

14 May 2020 26 min

A View from the Top with John Biccard

John Biccard, VPortfolio Manager responsible for the NinetyOne Value Fund. Big Bet on gold, Bad Bonds and a Bust SA.

14 May 2020 26 min

The Asset Class: Duncan Coombe - Ninety One

Duncan Coombe heads up Human Capital at Ninety One

1 May 2020 24 min

Asset Class with Maarten Ackermann

Maarten Ackerman, Advisory partner and chief economist at Citadel.

30 Apr 2020 14 min

The Asset Class: Pieter Hugo

Pieter Hugo, Chief Client and Distribution Officer at Prudential Investment Managers

28 Apr 2020 19 min

The Asset Class: Joanne Baynham

Joanne Baynham is Head of Investment Stategy at MitonOptimal Multi Asset Management

23 Apr 2020 20 min

The Asset Class: Russell Silberston

Head of Multi Asset Absolute Return at Ninety One

21 Apr 2020 25 min

The Asset Class: Hannes van den Berg - Ninety One

Hannes van den Berg, Co-head of SA equity and Multi Asset at Ninety One

9 Apr 2020 8 min

The Asset Class: Clyde Rossouw 2 - Ninety One

Clyde Rossouw, Co-Head of Quality at Ninety One

9 Apr 2020 11 min

The Asset Class: Peter Clark - Ninety One

Peter Clark, Portfolio manager at Ninety One

7 Apr 2020 12 min

The Asset Class: Clyde Rossouw - Ninety One

Clyde Rossouw, Co-Head of Quality at Ninety One

7 Apr 2020 11 min

The Asset Class: Iain Cunningham - Ninety One

Iain Cunninghamis, Portfolio Manager for the Ninety one Global Multi-asset Total Return strategy.

6 Apr 2020 11 min

The Asset Class: Peter Kent part 2 - Ninety One

Peter Kent is Co-Head of SA and Africa fixed income at Ninety One

6 Apr 2020 9 min

The Asset Class: Peter Kent - Ninety One

Peter Kent is Co-Head of SA and Africa fixed income at Ninety One

3 Apr 2020 9 min

240 – 260