150 episodes

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 by Strictly Busines‪s‬ Strictly Business

    • Investing
    • 5.0 • 6 Ratings

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

    The Asset Class: Unathi Loos

    Unathi Loos, Portfolio Manager at Ninety One Asset Management.

    • 12 min
    The Asset Class: John Stopford

    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.

    • 16 min
    The Asset Class: Malcolm Charles

    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.

    • 11 min
    The Asset Class: Charlie Dutton

    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

    • 9 min
    The Asset Class: Alan Siow

    The Asset Class: Alan Siow

    Alan Siow is a Portfolio Manager at Ninety One

    • 11 min
    The Asset Class: Michael Power

    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

    • 13 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

MarrtyMcFlyy ,

Top class

Wish I had found this podcast sooner. Missed hearing Lindsay on financial radio

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