The Asset Class by Strictly Business

Strictly Business
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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.

  1. 20 ABR

    The Asset Class: Alper Kilic

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

    19 min

  2. 14 ABR

    The Asset Class: Stephen Naidoo and Lisa McCleod

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

    11 min

  3. 13 ABR

    The Asset Class: Tshipiri Meudi

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

    14 min

  4. 9 ABR

    The Asset Class: James Turp

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

    8 min

  5. 1 ABR

    The Asset Class: Malcolm Charles

    Malcolm Charles, Portfolio Manager at Ninety One in Cape Town

    9 min

  6. 26 MAR

    The Asset Class with George Chevely

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

    9 min

  7. 16 MAR

    The Asset Class: Jason Borbora-Sheen

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

    13 min

  8. 9 MAR

    The Asset Class with Paul Gooden

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

    11 min
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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.

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