The Asset Class by Strictly Business

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.

Weekly English South Africa Business · Investing

425 Episodes

340 – 360

The Asset Class: Roeloff Horne

August was a volatile month. Roeloff Horne, Director and Head of SA Portfolio Management at Miton Optimal discusses.

4 Sep 2019 18 min

The Asset Class: Terry Seaward and Hannes van den Berg

Hannes van den Berg - Co-Head of SA Equity & Multi-Asset, 4Factor Investec Asset Management and Terry Seaward - Portfolio Manager, 4Factor Investec Asset Management.

30 Aug 2019 15 min

The Asset Class: Jason Borbora

Jason Borbora-Sheen portfolio manager at Investec Asset Management in London.

29 Aug 2019 11 min

The Asset Class: Clyde Rossouw

Clyde Rossouw - Founder and Co-head of Quality - Investec Asset Management

28 Aug 2019 8 min

The Asset Class: Peter Geikie-Cobb

Peter Geikie-Cobb - Senior Fund Manager at MitonOptimal UK Limited

21 Aug 2019 15 min

The Asset Class: Graeme Korner

The JSE has been in a state of flux recently. Graeme Korner from Korner Perspective gives us his... perspective

15 Aug 2019 27 min

The Asset Class: Reinhardt Rood

Rhynhardt Roodt – fund manager, Investec Asset Management

14 Aug 2019 12 min

The Asset Class: Roeloff Horne

Roeloff Horne, Director and Head of Portfolio Management at Miton Optimal

7 Aug 2019 13 min

The Asset Class: Philip Saunders

Philip Saunders is from Investec Asset Management in London

6 Aug 2019 15 min

The Asset Class: Terry Seaward

Terry Seaward, Investec Asset Management - South Africa

2 Aug 2019 6 min

The Asset Class: Steve Woolley

Steve Woolley, Investec Asset Management, London

1 Aug 2019 7 min

The Asset Class: Peter Clark

Peter Clark - Portfolio Manager at Investec Asset Management

1 Aug 2019 9 min

The Asset Class: Peter Geikie-Cobb

Peter Geikie-Cobb - Senior Fund Manager at MitonOptimal UK Limited

31 Jul 2019 11 min

The Asset Class: Samantha Hartard

Samantha Hartard, Co-fund Manager of the Discovery Balanced Fund at Investec Asset Management.

31 Jul 2019 8 min

The Asset Class: Nick Kirrage

Nicholas Kirrage is a Co-head of the Global Value Team at Schroders

25 Jul 2019 16 min

The Asset Class: Tom Nelson - Head, Natural Resources @ Investec Asset Management

The most important podcast of the year.

25 Jul 2019 42 min

The Asset Class: Joanne Baynham

MitonOptimal Multi Asset Management

25 Jul 2019 14 min

The Asset Class: Rüdiger Naumann

Rüdiger Naumann Portfolio Manager at Investec Asset Management

24 Jul 2019 11 min

The Asset Class: Anthony Clark

The irrepressible Anthony Clark of @smalltalkdaily Research has forgotten more about #PioneerFoods than most analysts know. Brilliant.

22 Jul 2019 14 min

The Asset Class: Armin Diem

A JSE equity investor bares all.

17 Jul 2019 12 min

340 – 360