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
420 – 430

The Asset Class: Michael Power

Investment Strategist at Investec Asset Management, Michael Power, reports back on his six-city tour of South-East Asia
5 Feb 2019 11 min

The Asset Class: Archie Hart

Lindsay speaks to Archie Hart who runs the Four Factor Emerging Market Equity Strategy for Investec Asset Management
31 Jan 2019 13 min

The Asset Class: John Stopford

The head of Multi-Income talking about his Raging Bull Award for The Best Offshore Global Asset Allocation Fund on a risk-adjusted basis for the Global Multi-Asset Income fund
31 Jan 2019 6 min

The Asset Class: Jean Pierre Verster

Lindsay speaks to Jean Pierre Verster, Portfolio manager responsible for the Protea range of hedge funds and known for picking Steinhoff as a "sell" more than a year ago
22 Jan 2019 12 min

The Asset Class: Chris Gilmour

"Brexit is a part of our lives". Lindsay discusses this event with opinionated Independent Investment Analyst, Chris Gilmour
21 Jan 2019 13 min

The Asset Class: Jason Borbora

Lindsay speaks to Jason Borbora, the assistant portfolio manager partly responsible for the Multi-Asset Income Fund at Investec Asset Management in London
21 Jan 2019 13 min
420 – 430