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
380 – 399

The Asset Class: Ian Cruickshanks

Ian Cruickshanks, Chief Economist at the SAIRR analyses the JSE, politics and the local economy. Brutal reality prevails.
12 Mar 2019 7 min

The Asset Class: Armin Diem

Armin Diem from Miton Optimal looks back, then forward at international and particularly local equities. And it’s sobering.
12 Mar 2019 13 min

The Asset Class: Marc Ostwald

We speak to the Chief Economist at ADMISI, subsidiary of the giant commodity concern Archer Daniels Midland about...commodities
14 Feb 2019 14 min

The Asset Class: Samantha Steyn

Samantha Steyn, the Chief Investment Officer at Cannon Asset Managers speaks to Lindsay about the 2018 'Secret Investment Winner'
12 Feb 2019 8 min

The Asset Class: George Chevely

The Mining Indaba has concluded. Optimism abounds after the President set the tone. Is optimism justified? George Chevely discusses
8 Feb 2019 10 min

The Asset Class: Peter Major

A listener-favourite, Peter Major, returns to the studio and speaks to Lindsay about the Africa Mining Indaba in Cape Town
5 Feb 2019 17 min

The Asset Class: Michael Power

Investment Strategist at Investec Asset Management, Michael Power, reports back on his six-city tour of South-East Asia
5 Feb 2019 11 min

The Asset Class: Archie Hart

Lindsay speaks to Archie Hart who runs the Four Factor Emerging Market Equity Strategy for Investec Asset Management
31 Jan 2019 13 min

The Asset Class: John Stopford

The head of Multi-Income talking about his Raging Bull Award for The Best Offshore Global Asset Allocation Fund on a risk-adjusted basis for the Global Multi-Asset Income fund
31 Jan 2019 6 min

The Asset Class: Jean Pierre Verster

Lindsay speaks to Jean Pierre Verster, Portfolio manager responsible for the Protea range of hedge funds and known for picking Steinhoff as a "sell" more than a year ago
22 Jan 2019 12 min

The Asset Class: Chris Gilmour

"Brexit is a part of our lives". Lindsay discusses this event with opinionated Independent Investment Analyst, Chris Gilmour
21 Jan 2019 13 min

The Asset Class: Jason Borbora

Lindsay speaks to Jason Borbora, the assistant portfolio manager partly responsible for the Multi-Asset Income Fund at Investec Asset Management in London
21 Jan 2019 13 min
380 – 399