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.
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Samantha Hartard is from 4Factor SA at Ninety One in Cape Town.Af Strictly Business
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Janine Langenhoven is Senior Legal Counsel at Ninety OneAf Strictly Business
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Adam Furlan is portfolio manager at Ninety One in Cape Town.Af Strictly Business
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Philip Saunders is Director of the Investment Institute at Ninety One in LondonAf Strictly Business
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The Asset Class with George Chevely
12:21
12:21
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12:21
George Chevely, Portfolio Manager, Global Gold at Ninety One in LondonAf Strictly Business
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Marc Lindley is Product Specialist at Ninety One Investment Platform in Cape Town.Af Strictly Business
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Rehana Khan, SA Equity and Multi Asset at Ninety One in Cape TownAf Strictly Business
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The Asset Class with Jason Borbora-Sheen
11:08
11:08
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11:08
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.Af Strictly Business
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Malcolm Charles is a Portfolio Manager Fixed Income at Ninety One in Cape TownAf Strictly Business
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The Asset Class with Muhammad Docrat and Paul Gooden
12:38
12:38
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12:38
Muhammad Docrat, Analyst at Ninety One in Cape Town and Paul Gooden, Portfolio Manager at Ninety One in London.Af Strictly Business
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The Asset Class with Jaco Van Tonder
16:02
16:02
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16:02
Jaco Van Tonder is Advisor Services Director at Ninety One in Cape Town.Af Strictly Business
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John Stopford, Head of Multi-Asset Income at Ninety One in LondonAf Strictly Business
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The Asset Class with Ian Cunningham
10:16
10:16
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10:16
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in LondonAf Strictly Business
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The Asset Class with Vivienne Taberer
8:19
8:19
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8:19
Vivienne Taberer, Investment Director at Ninety One in Cape TownAf Strictly Business
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Varun Laijawalla is a Portfolio Manager at Ninety One in London.Af Strictly Business
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John Biccard, Portfolio Manager, Ninety One Value FundAf Strictly Business
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Matt Evans is a Portfolio Manager at Ninety One in LondonAf Strictly Business
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Malcolm Charles is a Portfolio Manager at Ninety One in Cape TownAf Strictly Business
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The Asset Class with Russel Silberston
10:38
10:38
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10:38
Russel Silberston is a Strategist at Ninety One in LondonAf Strictly Business
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John Biccard is a Portfolio Manager responsible for the Ninety One Value Fund.Af Strictly Business
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George Chevely Portfolio Manager for Natural Resources Strategies at Ninety One in LondonAf Strictly Business
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Bashier Omar is a Portfolio Manager at Ninety One.Af Strictly Business
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The Asset Class with John Stopford
13:37
13:37
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13:37
John Stopford is the head of Multi-Asset Income at NinetyOne in London.Af Strictly Business
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The Asset Class with George Chevely
14:57
14:57
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14:57
George Chevely Portfolio Manager at Ninety One in LondonAf Strictly Business
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The Asset Class with Philip Saunders
13:20
13:20
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13:20
Philip Saunders is Investment Institute Director at Ninety One in London.Af Strictly Business
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The Asset Class with Hannes Van Den Berg
11:49
11:49
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11:49
Hannes Van Den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape TownAf Strictly Business
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Dawid Heyl is a Portfolio Manager in the Thematic Equity team within Multi-Asset at Ninety One.Af Strictly Business
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Duane Cable is a Portfolio Manager at Ninety One in Cape Town.Af Strictly Business
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Chris Freund is a Portfolio Manager in the Balanced and Equity Capability at Ninety One in Cape Town.Af Strictly Business
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The Asset Class with Jennifer Moynihan
9:38
9:38
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9:38
Jennifer Moynihan is a Portfolio Specialist responsible for the OMI Global Flexible FundAf Strictly Business
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The Asset Class with Ellie Clapton
12:24
12:24
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12:24
Ellie Clapton is a Portfolio Specialist responsible for the OMI Global Cautious FundAf Strictly Business
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Dawid Heyl is a Portfolio Manager at Ninety OneAf Strictly Business
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Diedre Cooper is the Head of Sustainable Equity at Ninety One in LondonAf Strictly Business
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The Asset Class with Jason Borbora-Sheen
15:10
15:10
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15:10
Jason Borbora-Sheen is a Portfolio Manager at Ninety One in LondonAf Strictly Business
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Tom Nelson is the Head of Thematic Equity and Co-Portfolio Manager of Global Natural Resources at Ninety One in LondonAf Strictly Business
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Sisamkele Kobus is an Analyst at Ninety One in Cape Town.Af Strictly Business
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Stephan Naidoo is a Portfolio Manager at Ninety One in Cape Town, jointly responsible for the Ninety One High Income FundAf Strictly Business
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