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
380 – 400

The Asset Class: Peter Schiff

Gold, the looming recession and how to behave. Peter Schiff is one of a kind, and love or loathe him he’s essential listening.
5 Jun 2019 17 min

The Asset Class: Philip Saunders

Philip Saunders from Investec Asset Management in London has quietly made some of the best calls of all my interviewees of the last few years. What does he think now?
5 Jun 2019 12 min

The Asset Class: Thanos Papasavvas

What does the second quarter hold in store? Thanos Papasavvas of ABP Invest in London covers geopolitics, economics, markets, and foreign exchange.
4 Apr 2019 14 min

The Asset Class: John Stopford

Risk is on as equity markets continue to rally into the 2nd quarter. Is it justified? Can it continue? And what of a future recession? John Stopford, Head of Multi-Asset Income at Investec Asset Management in London enlightens us.
4 Apr 2019 9 min

The Asset Class: Peter Schiff

He’s controversial yet you can’t help but listen to him. Peter Schiff talks to Lindsay about gold, the Fed, the USDollar, a recession and South Africa. We support free speech but have to warn you that in a politically sensitive world, his views on South Africa might be offensive to…
29 Mar 2019 22 min
380 – 400