The Asset Class by Strictly Business

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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.

Strictly Business


    • Jun 5, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 14m AVG DURATION
    • 439 EPISODES


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    Latest episodes from The Asset Class by Strictly Business

    The Asset Class with Vivienne Taberer

    Play Episode Listen Later Jun 5, 2025 8:57 Transcription Available


    Vivienne Taberer, Investment Director at Ninety One in Cape Town

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    The Asset Class: Malcolm Charles

    Play Episode Listen Later May 27, 2025 16:16 Transcription Available


    Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

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    The Asset Class: Adam Furlan

    Play Episode Listen Later May 22, 2025 6:56 Transcription Available


    Adam Furlan is portfolio manager at Ninety One in Cape Town.

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    The Asset Class: John Stopford

    Play Episode Listen Later May 21, 2025 14:55 Transcription Available


    John Stopford, Head of Multi-Asset Income at Ninety One in London

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    The Asset Class: Clyde Rossouw - Ninety One

    Play Episode Listen Later May 15, 2025 10:57 Transcription Available


    Clyde Rossouw, Co-Head of Quality at Ninety One

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    The Asset Class with Ian Cunningham

    Play Episode Listen Later May 14, 2025 13:55 Transcription Available


    Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London

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    The Asset Class with Daniel Morgan

    Play Episode Listen Later May 13, 2025 15:11 Transcription Available


    Daniel Morgan is a Multi Asset Analyst at Ninety One.

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    The Asset Class: Hannes van den Berg

    Play Episode Listen Later May 13, 2025 17:42 Transcription Available


    Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

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    The Asset Class: John Stopford

    Play Episode Listen Later May 12, 2025 11:39 Transcription Available


    John Stopford, Head of Multi-Asset Income at Ninety One in London

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    The Asset Class with Tsitsi Hatendi-Matika

    Play Episode Listen Later May 9, 2025 7:48 Transcription Available


    Tsitsi is a Client Director at Ninety One in Cape Town.

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    The Asset Class with Vivienne Taberer

    Play Episode Listen Later May 8, 2025 6:19 Transcription Available


    Vivienne Taberer, Investment Director at Ninety One in Cape Town

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    The Asset Class: Sumesh Chetty

    Play Episode Listen Later May 8, 2025 11:11 Transcription Available


    Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.

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    The Asset Class: Malcolm Charles

    Play Episode Listen Later May 7, 2025 17:09 Transcription Available


    The Asset Class: Malcolm Charles

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    The Asset Class: Gail Daniel

    Play Episode Listen Later May 6, 2025 15:18 Transcription Available


    Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town

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    The Asset Class: Adam Furlan

    Play Episode Listen Later May 5, 2025 11:11 Transcription Available


    Adam Furlan is portfolio manager at Ninety One in Cape Town.

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    The Asset Class with Paul Gooden

    Play Episode Listen Later Apr 29, 2025 15:05 Transcription Available


    Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.

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    The Asset Class: Philip Saunders

    Play Episode Listen Later Apr 24, 2025 30:09 Transcription Available


    Philip Saunders is Director of the Investment Institute at Ninety One in London

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    The Asset Class: Philip Saunders

    Play Episode Listen Later Mar 17, 2025 14:05 Transcription Available


    Philip Saunders is Director of the Investment Institute at Ninety One in London

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    Budget 2025: The Short View

    Play Episode Listen Later Mar 12, 2025 7:39 Transcription Available


    Budget 2025 with Adam Furlan, portfolio manager at Ninety One in Cape Town.

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    The Asset Class with Vivienne Taberer

    Play Episode Listen Later Mar 10, 2025 8:27 Transcription Available


    Vivienne Taberer, Investment Director at Ninety One in Cape Town

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    The Asset Class: Hannes van den Berg

    Play Episode Listen Later Mar 6, 2025 13:05 Transcription Available


    Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

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    The Asset Class with George Chevely

    Play Episode Listen Later Feb 26, 2025 12:21 Transcription Available


    George Chevely Portfolio Manager at Ninety One in London

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    The Asset Class: John Stopford

    Play Episode Listen Later Feb 25, 2025 7:55 Transcription Available


    John Stopford, Head of Multi-Asset Income at Ninety One in London

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    The Asset Class: Malcolm Charles

    Play Episode Listen Later Feb 10, 2025 12:37 Transcription Available


    The Asset Class: Malcolm Charles

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    The Asset Class: Gail Daniel

    Play Episode Listen Later Feb 3, 2025 13:42 Transcription Available


    Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town

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    The Asset Class: Ruen Naidu

    Play Episode Listen Later Jan 31, 2025 9:28 Transcription Available


    Ruen Naidu is a Portfolio Manager at Ninety One in Cape Town.

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    The Asset Class with Sisamkele Kobus

    Play Episode Listen Later Jan 24, 2025 10:07 Transcription Available


    Sisamkele Kobus is a Fixed Income Analyst at Ninety One in Cape Town.

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    The Asset Class with Jason Borbora-Sheen

    Play Episode Listen Later Jan 16, 2025 15:18 Transcription Available


    Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.

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    The Asset Class: Philip Saunders

    Play Episode Listen Later Jan 15, 2025 27:03 Transcription Available


    Philip Saunders is Director of the Investment Institute at Ninety One in London

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    The Asset Class: John Biccard

    Play Episode Listen Later Dec 11, 2024 22:41 Transcription Available


    John Biccard, Portfolio Manager, Ninety One Value Fund

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    The Asset Class: Achumile Mashalaba

    Play Episode Listen Later Nov 29, 2024 10:11 Transcription Available


    Achumile Mashalaba is an Assistant Portfolio Manager at Ninety One in Cape Town.

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    The Asset Class: Samantha Hartard

    Play Episode Listen Later Nov 20, 2024 9:46 Transcription Available


    Samantha Hartard is from 4Factor SA at Ninety One in Cape Town.

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    The Asset Class: Janine Langenhoven

    Play Episode Listen Later Nov 18, 2024 9:46 Transcription Available


    Janine Langenhoven is Senior Legal Counsel at Ninety One

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    The Asset Class: Adam Furlan

    Play Episode Listen Later Nov 15, 2024 9:46 Transcription Available


    Adam Furlan is portfolio manager at Ninety One in Cape Town.

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    The Asset Class: Philip Saunders

    Play Episode Listen Later Nov 6, 2024 10:39 Transcription Available


    Philip Saunders is Director of the Investment Institute at Ninety One in London

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    The Asset Class: Adam Furlan

    Play Episode Listen Later Oct 30, 2024 7:43 Transcription Available


    Adam Furlan is portfolio manager at Ninety One in Cape Town.

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    The Asset Class with George Chevely

    Play Episode Listen Later Oct 23, 2024 12:21 Transcription Available


    George Chevely, Portfolio Manager, Global Gold at Ninety One in London

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    The Asset Class: Marc Lindley

    Play Episode Listen Later Oct 21, 2024 13:04 Transcription Available


    Marc Lindley is Product Specialist at Ninety One Investment Platform in Cape Town.

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    The Asset Class: Rehana Khan

    Play Episode Listen Later Oct 16, 2024 12:24 Transcription Available


    Rehana Khan, SA Equity and Multi Asset at Ninety One in Cape Town

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    The Asset Class: Philip Saunders

    Play Episode Listen Later Oct 2, 2024 10:08 Transcription Available


    Philip Saunders is Director of the Investment Institute at Ninety One in London

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    The Asset Class with Jason Borbora-Sheen

    Play Episode Listen Later Sep 20, 2024 11:08 Transcription Available


    Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.

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    The Asset Class: Malcolm Charles

    Play Episode Listen Later Sep 19, 2024 12:46 Transcription Available


    Malcolm Charles is a Portfolio Manager Fixed Income at Ninety One in Cape Town

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