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
399 Episodes
300 – 320

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

The Asset Class: Philip Saunders

Continuing our review of the third quarter of 2019 and looking forward to the fourth quarter and beyond with Phillip Saunders, Co-Head of Multi-Asset Growth at Investec Asset Management in London.
3 Oct 2019 11 min

The Asset Class: Chris Freund

Looking back at the third quarter of 2019 with Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
3 Oct 2019 13 min

The Asset Class: Armin Diem

The brutal truth of a slowdown, the commodities cave-in, the presidency and what to do, with Armin Diem, South African Equity Portfolio Manager at MitonOptimal.
2 Oct 2019 11 min

The Asset Class: Pieter Hugo

"South African equities are cheap". To reflect on the third quarter of 2019 and to expand upon the longer-term picture for South African equities is Pieter Hugo, MD of Prudential Unit Trusts.
30 Sep 2019 10 min

The Asset Class: Roeloff Horne

August was a volatile month. Roeloff Horne, Director and Head of SA Portfolio Management at Miton Optimal discusses.
4 Sep 2019 18 min

The Asset Class: Graeme Korner

The JSE has been in a state of flux recently. Graeme Korner from Korner Perspective gives us his... perspective
15 Aug 2019 27 min
300 – 320