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
340 – 360

The Asset Class: John Biccard

The ultimate Platinum Group Metal price and equity analysis with the leading value fund manager, JohnBiccard of Investec Asset Management.
4 Jul 2019 25 min

The Asset Class: Duncan Lamont

Are short sellers ethical? It’s a few of the practitioners, rather than the practice, of short selling that can be unethical.
27 Jun 2019 15 min

The Asset Class: David Knee

Is a global recession imminent? A detailed analysis with David Knee, CIO of Prudential Investment Managers.
19 Jun 2019 21 min

The Asset Class: Peter Schiff

Gold, the looming recession and how to behave. Peter Schiff is one of a kind, and love or loathe him he’s essential listening.
5 Jun 2019 17 min

The Asset Class: Philip Saunders

Philip Saunders from Investec Asset Management in London has quietly made some of the best calls of all my interviewees of the last few years. What does he think now?
5 Jun 2019 12 min
340 – 360