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The Asset Class by Strictly Business

by Strictly Business

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.

From the show's RSS feed, refreshed Apr 24, 2026. Source feed.

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Episodes

  1. The Asset Class: Alper Kilic

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

  2. The Asset Class: Stephen Naidoo and Lisa McCleod

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

  3. The Asset Class: Tshipiri Meudi

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

  4. The Asset Class: James Turp

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

  5. The Asset Class: Malcolm Charles

    Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

  6. The Asset Class with George Chevely

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

  7. The Asset Class: Jason Borbora-Sheen

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

  8. The Asset Class with Paul Gooden

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

  9. The Asset Class: John Biccard

    John Biccard is Portfolio Manager, Value Fund at Ninety One

  10. The Asset Class: John Stopford

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

  11. The Asset Class with David Knee

    David Knee, Head of Multi-Asset at Ninety One in Cape Town

  12. The Asset Class: Philip Saunders

    Philip Saunders, Director at the Investment Institute at Ninety One in London.

  13. The Asset Class: Alastair Herbertson

    Alastair Herbertson, Managing Director Emerging Market Alternative Credit at Ninety One in Cape Town

  14. The Asset Class: Wenchang Ma

    Wenchang Ma is a Portfolio Manager, China Equity at Ninety One in Hong Kong

  15. The Asset Class: Puleng Pitso

    Puleng Pitso, Investment Specialist at Ninety One in Cape Town.

  16. The Asset Class: Sahil Mahtani

    Sahil Mahtani, Director of the Investment Institute at Ninety One in London

  17. The Asset Class with George Chevely

    George Chevely Portfolio Manager at Ninety One in London

  18. The Asset Class: Philip Saunders

    Philip Saunders, Director at the Investment Institute at Ninety One in London.

  19. The Asset Class: Malcolm Charles

    Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

  20. The Asset Class: Sumesh Chetty

    Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town

  21. The Asset Class with Paul Gooden

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

  22. The Asset Class: John Biccard

    John Biccard is Portfolio Manager, Value Fund

  23. The Asset Class: Sisamkele Kobus & Adam Furlan

    Adam Furlan is a portfolio manager and Sisamkele Kobus is an Economics Analyst, both at Ninety One

  24. The Asset Class: Siobhan Simpson

    Siobhan Simpson is Head of SA Unit Trusts at Ninety One.

  25. The Asset Class with Muhammad Docrat

    Muhammad Docrat is an Analyst at Ninety One

  26. The Asset Class with Reabetswe Kungwane

    Reabetswe Kungwane is an Investment Specialist at Ninety One in Cape Town

  27. The Asset Class: Hannes van den Berg

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

  28. The Asset Class with Lisa MacCleod

    Lisa MacCleod is a Portfolio Manager at Ninety One in Cape Town.

  29. The Asset Class with Alex Holroyd-Jones

    Alex Holroyd-Jones is a Portfolio Manager at Ninety One in London

  30. The Asset Class with George Chevely

    George Chevely Portfolio Manager at Ninety One in London

  31. The Asset Class: Philip Saunders

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

  32. The Asset Class with Vivienne Taberer

    Vivienne Taberer, Investment Director at Ninety One in Cape Town

  33. The Asset Class: Ruen Naidu

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

  34. The Asset Class: Sumesh Chetty

    Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town.

  35. The Asset Class with Jason Borbora-Sheen

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

  36. The Asset Class: John Biccard

    John Biccard,Portfolio Manager, Value Fund at Ninety One

  37. The Asset Class: John Stopford

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

  38. The Asset Class: Thanzi Ramukosi

    Thanzi Ramukosi, Investment Specialist Emerging Market Alternative Credit at Ninety One in Cape Town.

  39. The Asset Class: Malcolm Charles

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

  40. The Asset Class with George Chevely

    George Chevely Portfolio Manager at Ninety One in London

  41. The Asset Class with Vivienne Taberer

    Vivienne Taberer, Investment Director at Ninety One in Cape Town

  42. The Asset Class: Hannes van den Berg

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

  43. The Asset Class with Sahil Mahtani

    Sahil Mahtani is Director Investment Institute at Ninety One in London.

  44. The Asset Class with Sisamkele Kobus

    Sisamkele Kobus is Economics Analyst at Ninety One in Cape Town.

  45. The Asset Class with Paul Gooden

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

  46. The Asset Class with Peter Kent

    Peter Kent is Co-Head of Emerging Market Fixed Income at Ninety One in Cape Town.

  47. The Asset Class with Vivienne Taberer

    Vivienne Taberer, Investment Director at Ninety One in Cape Town

  48. The Asset Class: Malcolm Charles

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

  49. The Asset Class: Adam Furlan

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

  50. The Asset Class: John Stopford

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

View all 150 episodes →

About this 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.

Hosted by

Strictly Business

Categories

Business Investing

Frequently asked questions

How many episodes does The Asset Class by Strictly Business have?

The Asset Class by Strictly Business has 150 episodes on PodParley. The most recent episode was published on April 20, 2026.

What is The Asset Class by Strictly Business about?

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.

How often does The Asset Class by Strictly Business release new episodes?

The Asset Class by Strictly Business publishes weekly, based on its 150 episodes since February 2023.

Who hosts The Asset Class by Strictly Business?

The Asset Class by Strictly Business is created and hosted by Strictly Business.
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