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The Asset Class by Strictly Business

The Asset Class by Strictly Business

Hosted by Strictly Business

Episodes

150

Latest episode

Apr 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
April 20, 202618 min

The Asset Class: Alper Kilic

Alper Kilic is Head of Alternative Credit at Ninety One in London.

April 14, 202610 min

The Asset Class: Stephen Naidoo and Lisa McCleod

Stephen Naidoo and Lisa McCleod are Portfolio Managers at Ninety One in Cape Town.

April 13, 202613 min

The Asset Class: Tshipiri Meudi

Tshipiri Meudi is Managing Director, SA Infrastructure at Ninety One in Cape Town.

April 9, 20268 min

The Asset Class: James Turp

James Turp, Portfolio Manager at Ninety One in Cape Town.

April 1, 20268 min

The Asset Class: Malcolm Charles

Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

March 26, 20268 min

The Asset Class with George Chevely

George Chevely Portfolio Manager, Natural Resources at Ninety One in London

March 16, 202613 min

The Asset Class: Jason Borbora-Sheen

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

March 9, 202611 min

The Asset Class with Paul Gooden

Paul Gooden, Head of Natural Resources at Ninety One in London.

March 5, 202619 min

The Asset Class: John Biccard

John Biccard is Portfolio Manager, Value Fund at Ninety One

March 3, 202613 min

The Asset Class: John Stopford

John Stopford, Head of Multi-Asset Income at Investec Asset Management in London

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