Claim OwnershipThe Asset Class by Strictly Business
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Description
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.
186 Episodes
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Paul Gooden, Head of Natural Resources at Ninety One in London.
John Biccard is Portfolio Manager, Value Fund at Ninety One
John Stopford, Head of Multi-Asset Income at Investec Asset Management in London
David Knee, Head of Multi-Asset at Ninety One in Cape Town
Philip Saunders, Director at the Investment Institute at Ninety One in London.
Alastair Herbertson, Managing Director Emerging Market Alternative Credit at Ninety One in Cape Town
Wenchang Ma is a Portfolio Manager, China Equity at Ninety One in Hong Kong
Puleng Pitso, Investment Specialist at Ninety One in Cape Town.
Sahil Mahtani, Director of the Investment Institute at Ninety One in London
George Chevely Portfolio Manager at Ninety One in London
Philip Saunders, Director at the Investment Institute at Ninety One in London.
Malcolm Charles, Portfolio Manager at Ninety One in Cape Town
Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town
Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.
John Biccard is Portfolio Manager, Value Fund
Adam Furlan is a portfolio manager and Sisamkele Kobus is an Economics Analyst, both at Ninety One
Siobhan Simpson is Head of SA Unit Trusts at Ninety One.
Muhammad Docrat is an Analyst at Ninety One
Reabetswe Kungwane is an Investment Specialist at Ninety One in Cape Town
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.
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