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This podcast has
150 episodes
Language
EnglishPublisher
Strictly BusinessExplicit
No
Date created
2019/03/28
Latest episode
2026/04/20
Average duration
14 min.
Release period
5 days
Description
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.
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Check latest episodes from The Asset Class by Strictly Business podcast
The Asset Class: Alper Kilic
2026/04/20
Alper Kilic is Head of Alternative Credit at Ninety One in London.
The Asset Class: Stephen Naidoo and Lisa McCleod
2026/04/14
Stephen Naidoo and Lisa McCleod are Portfolio Managers at Ninety One in Cape Town.
The Asset Class: Tshipiri Meudi
2026/04/13
Tshipiri Meudi is Managing Director, SA Infrastructure at Ninety One in Cape Town.
The Asset Class: James Turp
2026/04/09
James Turp, Portfolio Manager at Ninety One in Cape Town.
The Asset Class: Malcolm Charles
2026/04/01
Malcolm Charles, Portfolio Manager at Ninety One in Cape Town
The Asset Class with George Chevely
2026/03/26
George Chevely Portfolio Manager, Natural Resources at Ninety One in London
The Asset Class: Jason Borbora-Sheen
2026/03/16
Jason Borbora-Sheen is a Portfolio Manager at Ninety One in London
The Asset Class with Paul Gooden
2026/03/09
Paul Gooden, Head of Natural Resources at Ninety One in London.
The Asset Class: John Biccard
2026/03/05
John Biccard is Portfolio Manager, Value Fund at Ninety One
The Asset Class: John Stopford
2026/03/03
John Stopford, Head of Multi-Asset Income at Investec Asset Management in London
The Asset Class with David Knee
2026/02/25
David Knee, Head of Multi-Asset at Ninety One in Cape Town
The Asset Class: Philip Saunders
2026/02/25
Philip Saunders, Director at the Investment Institute at Ninety One in London.
The Asset Class: Alastair Herbertson
2026/02/16
Alastair Herbertson, Managing Director Emerging Market Alternative Credit at Ninety One in Cape Town
The Asset Class: Wenchang Ma
2026/02/13
Wenchang Ma is a Portfolio Manager, China Equity at Ninety One in Hong Kong
The Asset Class: Puleng Pitso
2026/02/12
Puleng Pitso, Investment Specialist at Ninety One in Cape Town.
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