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
160 – 180

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

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
10 Mar 2021 10 min

The Asset Class: John Stopford

Inflation: is it starting to reignite itself? What is the impact on the bond market? What will the central banks do? John Stopford is the head of Muli-Asset Income at NinetyOne in London.
11 Feb 2021 16 min

The Asset Class: Malcolm Charles

Markets are sharply in focus at the moment because of the perception that perhaps inflation is rising. Malcolm Charles is from NinetyOne in Cape Town.
9 Feb 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
5 Feb 2021 9 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
4 Feb 2021 13 min

The Asset Class: Wenchang Ma

Wenchang Ma is co-portfolio manager for the All China Equity Strategy in the 4Factor team at Ninety One.
4 Feb 2021 12 min

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
160 – 180