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.
The Asset Class: Unathi Loos
Unathi Loos, Portfolio Manager at Ninety One Asset Management.
The Asset Class: John Stopford
Inflation: is it starting to reignite itself? What is the impact on the bond market? What will the central banks do?
John Stopford is the head of Muli-Asset Income at NinetyOne in London.
The Asset Class: Malcolm Charles
Markets are sharply in focus at the moment because of the perception that perhaps inflation is rising.
Malcolm Charles is from NinetyOne in Cape Town.
The Asset Class: Charlie Dutton
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
The Asset Class: Alan Siow
Alan Siow is a Portfolio Manager at Ninety One
The Asset Class: Michael Power
Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists
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Wish I had found this podcast sooner. Missed hearing Lindsay on financial radio