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
360 – 380

The Asset Class: Thanos Papasavvas

What does the second quarter hold in store? Thanos Papasavvas of ABP Invest in London covers geopolitics, economics, markets, and foreign exchange.
4 Apr 2019 14 min

The Asset Class: John Stopford

Risk is on as equity markets continue to rally into the 2nd quarter. Is it justified? Can it continue? And what of a future recession? John Stopford, Head of Multi-Asset Income at Investec Asset Management in London enlightens us.
4 Apr 2019 9 min

The Asset Class: Peter Schiff

He’s controversial yet you can’t help but listen to him. Peter Schiff talks to Lindsay about gold, the Fed, the USDollar, a recession and South Africa. We support free speech but have to warn you that in a politically sensitive world, his views on South Africa might be offensive to…
29 Mar 2019 22 min

The Asset Class: David Shapiro, JC Louw and Wayne McCurrie

Because of forward-thinking management Strictly Business can be accessed on South Africa’s most respected business and markets website, Sharenet.co.za. As we launch the service today Lindsay Williams talks to CEO JC Louw and two of our most popular podcasters. Change the Way You Listen.
29 Mar 2019 27 min

The Asset Class: Hannes van den Berg

The first quarter is drawing to a close and it's been one of differing sector performances from the JSE. Retailers have suffered while resource stocks have flourished. Hannes van den Berg, portfolio manager at Investec Asset Management in Cape Town looks back at 2019’s first three months and looks forward…
28 Mar 2019 11 min

The Asset Class: Jason Borbora

Brexit is confusing. Very confusing. But what is clearer is how to insulate a portfolio against Brexit risks and identify opportunities that Brexit throws up. Jason Borbora-Sheen from Investec asset Management in London expands up this theme.
28 Mar 2019 8 min

The Asset Class: Adrian Saville

There are dogs, dogs with fleas, dogs with fleas that have fleas, and there are Superdogs. Dr. Adrian Saville, CEO of Cannon Asset Managers tells us of the extraordinary success of his Superdogs portfolio
27 Mar 2019 9 min

The Asset Class: Michael Power

Everyone’s talking about it. Not Brexit, not the Mueller report, but the inverted yield curve. What is it? Why is it happening? What are the implications for the economy and the markets? Michael Power from Investec Asset Management explains in his own inimitable way.
26 Mar 2019 9 min

The Asset Class: John Green

Following on from Tom Nelson’s podcast, we talk to John Green, Investec Asset Management joint-CEO on sustainability. The momentum is building.
19 Mar 2019 13 min

The Asset Class: Tom Nelson

Tom Nelson is head of Natural Resources at Investec Asset Management London. We tackle The Greatest Challenge Facing Humanity. Essential listening.
19 Mar 2019 14 min

The Asset Class: Dierdre Cooper

Despite the denialists climate change is with us and is an undeniable influence on investing. We speak to a firm that is ahead of its peers with its global environment strategy. Time to wake up.
15 Mar 2019 14 min

The Asset Class

Is the Dollar’s demise greatly exaggerated or is Dedollarisation an unstoppable inevitability? Two experts from Investec Asset Management London give us their views
14 Mar 2019 12 min
360 – 380