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
180 – 200

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

The Asset Class: Russell Silberston

While we obsess over political conventions and record-high stocks, the biggest event of the week has passed relatively unnoticed. Listen here for the reason why. Russell Silberston is the Head of Multi-Asset Absolute Return at Ninety One London.
28 Aug 2020 11 min
180 – 200