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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Reabetswe Kungwane is an Investment Specialist at Ninety One in Cape Town
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
Lisa MacCleod is a Portfolio Manager at Ninety One in Cape Town.
Alex Holroyd-Jones is a Portfolio Manager at Ninety One in London
George Chevely Portfolio Manager at Ninety One in London
Philip Saunders is Director of the Investment Institute at Ninety One in London
Vivienne Taberer, Investment Director at Ninety One in Cape Town
Ruen Naidu is a Portfolio Manager at Ninety One in Cape Town.
Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town.
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
John Biccard,Portfolio Manager, Value Fund at Ninety One
John Stopford, Head of Multi-Asset Income at Ninety One in London
Thanzi Ramukosi, Investment Specialist Emerging Market Alternative Credit at Ninety One in Cape Town.
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
George Chevely Portfolio Manager at Ninety One in London
Vivienne Taberer, Investment Director at Ninety One in Cape Town
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
Sahil Mahtani is Director Investment Institute at Ninety One in London.
Sisamkele Kobus is Economics Analyst at Ninety One in Cape Town.
Paul Gooden is a Portfolio Manager at Ninety One in London.
Peter Kent is Co-Head of Emerging Market Fixed Income at Ninety One in Cape Town.
Vivienne Taberer, Investment Director at Ninety One in Cape Town
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
Adam Furlan is portfolio manager at Ninety One in Cape Town.
John Stopford, Head of Multi-Asset Income at Ninety One in London
Clyde Rossouw, Co-Head of Quality at Ninety One
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London
Daniel Morgan is a Multi Asset Analyst at Ninety One.
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
John Stopford, Head of Multi-Asset Income at Ninety One in London
Tsitsi is a Client Director at Ninety One in Cape Town.
Vivienne Taberer, Investment Director at Ninety One in Cape Town
Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.
Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town
Adam Furlan is portfolio manager at Ninety One in Cape Town.
Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.
Philip Saunders is Director of the Investment Institute at Ninety One in London
Philip Saunders is Director of the Investment Institute at Ninety One in London
Budget 2025 with Adam Furlan, portfolio manager at Ninety One in Cape Town.
Vivienne Taberer, Investment Director at Ninety One in Cape Town
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
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