Strictly Business The Asset Class by Strictly Business

The Asset Class by Strictly 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.
Weekly English South Africa Business · Investing
430 Episodes
360 – 380

The Asset Class: Anthony Clark

The irrepressible Anthony Clark of @smalltalkdaily Research has forgotten more about #PioneerFoods than most analysts know. Brilliant.
22 Jul 2019 14 min

The Asset Class: Garth McKenzie

Garth McKenzie, from Trader's Corner (www.traderscorner.co.za) has been an outstanding market analyst and trader for a decade of my broadcasting life. He leaves South Africa next month a worse place for his departure.
16 Jul 2019 13 min

The Asset Class: John Biccard

The ultimate Platinum Group Metal price and equity analysis with the leading value fund manager, JohnBiccard of Investec Asset Management.
4 Jul 2019 25 min

The Asset Class: Duncan Lamont

Are short sellers ethical? It’s a few of the practitioners, rather than the practice, of short selling that can be unethical.
27 Jun 2019 15 min

The Asset Class: David Knee

Is a global recession imminent? A detailed analysis with David Knee, CIO of Prudential Investment Managers.
19 Jun 2019 21 min
360 – 380