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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.
171 Episodes
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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.
Lisa MacCleod is a Portfolio Manager at Ninety One in Cape Town.
Alex Holroyd-Jones is a Portfolio Manager at Ninety One in London
George Chevely Portfolio Manager at Ninety One in London
Philip Saunders is Director of the Investment Institute at Ninety One in London
Vivienne Taberer, Investment Director at Ninety One in Cape Town
Ruen Naidu is a Portfolio Manager at Ninety One in Cape Town.
Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town.
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
John Biccard,Portfolio Manager, Value Fund at Ninety One
John Stopford, Head of Multi-Asset Income at Ninety One in London
Thanzi Ramukosi, Investment Specialist Emerging Market Alternative Credit at Ninety One in Cape Town.
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town
George Chevely Portfolio Manager at Ninety One in London
Vivienne Taberer, Investment Director 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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