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
400 – 420

The Asset Class: John Green

Following on from Tom Nelson’s podcast, we talk to John Green, Investec Asset Management joint-CEO on sustainability. The momentum is building.
19 Mar 2019 13 min

The Asset Class: Tom Nelson

Tom Nelson is head of Natural Resources at Investec Asset Management London. We tackle The Greatest Challenge Facing Humanity. Essential listening.
19 Mar 2019 14 min

The Asset Class: Dierdre Cooper

Despite the denialists climate change is with us and is an undeniable influence on investing. We speak to a firm that is ahead of its peers with its global environment strategy. Time to wake up.
15 Mar 2019 14 min

The Asset Class

Is the Dollar’s demise greatly exaggerated or is Dedollarisation an unstoppable inevitability? Two experts from Investec Asset Management London give us their views
14 Mar 2019 12 min

The Asset Class: Ian Cruickshanks

Ian Cruickshanks, Chief Economist at the SAIRR analyses the JSE, politics and the local economy. Brutal reality prevails.
12 Mar 2019 7 min

The Asset Class: Armin Diem

Armin Diem from Miton Optimal looks back, then forward at international and particularly local equities. And it’s sobering.
12 Mar 2019 13 min

The Asset Class: Marc Ostwald

We speak to the Chief Economist at ADMISI, subsidiary of the giant commodity concern Archer Daniels Midland about...commodities
14 Feb 2019 14 min

The Asset Class: Samantha Steyn

Samantha Steyn, the Chief Investment Officer at Cannon Asset Managers speaks to Lindsay about the 2018 'Secret Investment Winner'
12 Feb 2019 8 min

The Asset Class: George Chevely

The Mining Indaba has concluded. Optimism abounds after the President set the tone. Is optimism justified? George Chevely discusses
8 Feb 2019 10 min

The Asset Class: Peter Major

A listener-favourite, Peter Major, returns to the studio and speaks to Lindsay about the Africa Mining Indaba in Cape Town
5 Feb 2019 17 min

The Asset Class: Michael Power

Investment Strategist at Investec Asset Management, Michael Power, reports back on his six-city tour of South-East Asia
5 Feb 2019 11 min

The Asset Class: Archie Hart

Lindsay speaks to Archie Hart who runs the Four Factor Emerging Market Equity Strategy for Investec Asset Management
31 Jan 2019 13 min

The Asset Class: John Stopford

The head of Multi-Income talking about his Raging Bull Award for The Best Offshore Global Asset Allocation Fund on a risk-adjusted basis for the Global Multi-Asset Income fund
31 Jan 2019 6 min
400 – 420