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

399 Episodes

280 – 300

The Asset Class: Peter Eerdmans - Investec Asset Management

Peter Eerdmans is Head of Fixed Income and Co-Head of Emerging Market Sovereign & FX.

20 Nov 2019 8 min

The Asset Class: Hannes van den Berg - Investec Asset Management

Hannes van den Berg is a Portfolio Manager at Investec Asset Management.

20 Nov 2019 8 min

The Asset Class: Rhynhardt Roodt - Investec Asset Management

Rhynhardt Roodt is the Co-Head of 4Factor and co-portfolio manager for the Global Core Equity Strategy at Investec Asset Management.

19 Nov 2019 9 min

The Asset Class: Victoria Harling - Investec Asset Management

Victoria Harling is head of emerging market corporate debt and is responsible for managing the Emerging Market Corporate Debt Strategy and the Emerging Market Investment Grade Corporate Debt Strategy at Investec Asset Management.

18 Nov 2019 8 min

The Asset Class: Garland Hansmann - Investec Asset Management

Garland Hansmann, CFA. Portfolio Manager at Investec Asset Management. Portfolio Manager at Investec Asset Management.

18 Nov 2019 9 min

The Asset Class: Therese Niklasson - Investec Asset Management

Therese Niklasson is Global Head of ESG at Investec Asset Management.

15 Nov 2019 9 min

The Asset Class: Sahil Mahtani

Sahil Mahtani is a strategist at Investec Asset Management.

15 Nov 2019 10 min

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: Wilfred Wee - Investec Asset Management

Wilfred Wee is an investment specialist in the Global Emerging Market Fixed Income team and a portfolio manager. He is responsible for the Asia Local Currency and Renminbi Bond funds.

14 Nov 2019 6 min