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Business
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.
The Asset Class: Samantha Hartard
Samantha Hartard is from 4Factor SA at Ninety One in Cape Town.
09:4620/11/2024
The Asset Class: Janine Langenhoven
Janine Langenhoven is Senior Legal Counsel at Ninety One
09:4618/11/2024
The Asset Class: Philip Saunders
Philip Saunders is Director of the Investment Institute at Ninety One in London
10:3906/11/2024
The Asset Class: Adam Furlan
Adam Furlan is portfolio manager at Ninety One in Cape Town.
07:4330/10/2024
The Asset Class with George Chevely
George Chevely, Portfolio Manager, Global Gold at Ninety One in London
12:2123/10/2024
The Asset Class: Marc Lindley
Marc Lindley is Product Specialist at Ninety One Investment Platform in Cape Town.
13:0421/10/2024
The Asset Class: Rehana Khan
Rehana Khan, SA Equity and Multi Asset at Ninety One in Cape Town
12:2416/10/2024
The Asset Class with Jason Borbora-Sheen
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.
11:0820/09/2024
The Asset Class: Malcolm Charles
Malcolm Charles is a Portfolio Manager Fixed Income at Ninety One in Cape Town
12:4619/09/2024
The Asset Class with Muhammad Docrat and Paul Gooden
Muhammad Docrat, Analyst at Ninety One in Cape Town and Paul Gooden, Portfolio Manager at Ninety One in London.
12:3813/09/2024
The Asset Class with Jaco Van Tonder
Jaco Van Tonder is Advisor Services Director at Ninety One in Cape Town.
16:0212/09/2024
The Asset Class: John Stopford
John Stopford, Head of Multi-Asset Income at Ninety One in London
11:0708/08/2024
The Asset Class with Ian Cunningham
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London
10:1629/07/2024
The Asset Class with Vivienne Taberer
Vivienne Taberer, Investment Director at Ninety One in Cape Town
08:1918/07/2024
The Asset Class: Varun Laijawalla
Varun Laijawalla is a Portfolio Manager at Ninety One in London.
19:4610/07/2024
The Asset Class: John Biccard
John Biccard, Portfolio Manager, Ninety One Value Fund
14:3918/06/2024
The Asset Class with Matt Evans
Matt Evans is a Portfolio Manager at Ninety One in London
09:5518/06/2024
The Asset Class with Russel Silberston
Russel Silberston is a Strategist at Ninety One in London
10:3822/05/2024
The Asset Class with Bashier Omar
Bashier Omar is a Portfolio Manager at Ninety One.
17:1417/04/2024
The Asset Class with John Stopford
John Stopford is the head of Multi-Asset Income at NinetyOne in London.
13:3717/04/2024
The Asset Class with Philip Saunders
Philip Saunders is Investment Institute Director at Ninety One in London.
13:2026/02/2024
The Asset Class with Hannes Van Den Berg
Hannes Van Den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town
11:4914/02/2024
The Asset Class with Dawid Heyl
Dawid Heyl is a Portfolio Manager in the Thematic Equity team within Multi-Asset at Ninety One.
09:2309/02/2024
The Asset Class with Duane Cable
Duane Cable is a Portfolio Manager at Ninety One in Cape Town.
13:1230/01/2024
The Asset Class: Chris Freund
Chris Freund is a Portfolio Manager in the Balanced and Equity Capability at Ninety One in Cape Town.
34:5627/11/2023
The Asset Class with Jennifer Moynihan
Jennifer Moynihan is a Portfolio Specialist responsible for the OMI Global Flexible Fund
09:3826/10/2023
The Asset Class with Ellie Clapton
Ellie Clapton is a Portfolio Specialist responsible for the OMI Global Cautious Fund
12:2424/10/2023
The Asset Class with Diedre Cooper
Diedre Cooper is the Head of Sustainable Equity at Ninety One in London
09:2006/10/2023
The Asset Class with Tom Nelson
Tom Nelson is the Head of Thematic Equity and Co-Portfolio Manager of Global Natural Resources at Ninety One in London
14:2307/09/2023
The Asset Class with Sisamkele Kobus
Sisamkele Kobus is an Analyst at Ninety One in Cape Town.
08:4524/08/2023
The Asset Class with Stephan Naidoo
Stephan Naidoo is a Portfolio Manager at Ninety One in Cape Town, jointly responsible for the Ninety One High Income Fund
08:1318/08/2023
The Asset Class with John Biccard and David Shapiro
John Biccard is a Portfolio Manager at Ninety One and David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd.
46:4108/06/2023
The Asset Class with Paul Hutchinson
Paul Hutchinson is the Sales Manager at Ninety One in Cape Town
07:4605/06/2023
The Asset Class with Daniel Morgen
Daniel Morgen is an analyst at NinetyOne
14:0425/05/2023
The Asset Class with Martijn Proos
Martijn Proos is Director at Ninety One - Fund Manager of Emerging Africa Infrastructure Fund
15:2927/04/2023
The Asset Class with Annika Brouwer
Annika Brouwer is the Sustainability Specialist at Ninety One in London
14:4224/04/2023
The Asset Class with Annabel Bishop
Annabel Bishop is a Chief Economist at Investec
13:2101/03/2023
The Asset Class: Joanne Baynham
Joanne Baynham is a Wealth Manager at Sterling Private Wealth
19:0723/02/2023
The Asset Class with Samantha Rule
Samantha Rule is Head of Information, Security, Cyber and IT at Ninety One in Cape Town
16:3713/02/2023
The 5 o' Clock Shadow with David Shapiro and Viv Govender
David Shapiro is Deputy Chairman at Sasfin Securities Pty Ltd. and Viv Govender is a Wealth Manager at Rand Swiss.
39:3210/11/2022
The Asset Class: Chris Freund and John Stopford
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town and John Stopford is the head of Muli-Asset Income at NinetyOne in London.
22:3712/10/2022
The Asset Class: Hannes Van Den Berg
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
08:1514/09/2022
The Asset Class: George Cheveley
George Cheveley is a Portfolio Manager at Ninety One
10:0612/09/2022
The Asset Class: Hannes Van Den Berg And Chris Steward
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Chris Steward is the Sector Head of Financials, responsible for SA Equity & Multi-Asset strategies within the 4Factor team, as well as the SA & African Credit team, at Ninety One
15:2113/04/2022
The Asset Class: Peter Major
Peter is a veteran mining engineer, fund manager and analyst, who is highly regarded and well known in the mining and financial service industries.
36:0710/03/2022
The Asset Class: Daryll Welsh
Daryll Welsh is head of product for Ninety One's platform business.
13:4608/03/2022
The Asset Class: Iain Cunningham
Iain Cunningham, CFA · Multi Asset Portfolio Manager at Ninety One
10:5923/02/2022
The Asset Class: Rob Forsyth
Rob Forsyth is Head of the Industrials, Consumers & Technology Sector at Ninety One SA (Pty) Ltd.
11:2915/02/2022
The Asset Class: Samantha Hartard, Unathi Loos and Hannes van den Berg
Samantha Hartard, Unathi Loos and Hannes van den Berg are prortfolio managers at Ninety One in Cape Town
13:1227/01/2022
The Asset Class: Tom Nelson
Tom Nelson is Co-Head of Thematic Equity within the Multi-Asset team at Ninety One.
15:3025/01/2022