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
398 Episodes
280 – 300

The Asset Class: Greg Kuhnert - Investec Asset Management

Greg Kuhnert is a portfolio manager and financials sector specialist in the 4Factor Global Equity team at Investec Asset Management. He is also the lead portfolio manager for the Asia Pacific ex Japan and Asia ex Japan strategies.
14 Nov 2019 7 min

The Asset Class: Jason Borbora-Sheen

"Why Defence Makes Sense. History suggests that the worst drawdowns typically happen during recessions." To describe why defence makes sense is Jason Borbora-Sheen Portfolio Manager at Investec Diversified Income Fund.
4 Oct 2019 11 min
280 – 300