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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: Michael Power
Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists.
35:3826/11/2021
The Asset Class: Lei Lei and Kenny Rabson
Kenny Rabson, CEO of Discovery Invest and Lei Lei, co-head of European private credit at Ninety One
18:3129/10/2021
The Asset Class: Sisamkele Isipho Kobus
Sisamkele Isipho Kobus is a Fixed Income Analyst at Ninety One
08:2607/09/2021
The Asset Class: Cape Town gets a STOCK Exchange
From 1 October 2021, 4AX is rebranding to become the Cape Town Stock Exchange (CTSE). The group will be relocating to a new head office in Cape Town. The exchange is one of two fully-fledged, licensed and regulated stock exchanges in South Africa, with both an equity and debt listing license. CEO Eugene Booysen is in the C-SUITE
22:2203/09/2021
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.
13:5102/09/2021
The Asset Class: Sumesh Chetty Part 1
Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.
17:5419/08/2021
The Asset Class: Sumesh Chetty Part 2
Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.
13:5819/08/2021
The Asset Class: Alan Siow 3007
Ninety One portfolio manager,emerging markets fixed income team in Asia Alan Siow.
19:5030/07/2021
The Asset Class: Matthew Evans
Matt Evans is a portfolio manager at Investec Asset Management, with a focus on UK smaller companies within the quality team.
11:2613/07/2021
The Asset Class: Wenchang Ma
Wenchang Ma is co-portfolio manager for the All China Equity Strategy in the 4Factor team at Ninety One.
11:4106/07/2021
The Asset Class: Charlie Dutton
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
10:0209/06/2021
The Asset Class: Graeme Korner
Graeme Korner from Korner Perspective in Johannesburg.
22:0228/05/2021
The Asset Class: Simon Adler
Simon Adler is a Fund Manager at Schroders, responsible for co-managing UK institutional value/ESG portfolios within the Global Value team.
12:2328/05/2021
The Asset Class: HANNES VAN DEN BERG AND REHANA KHAN
Hannes van den Berg, Portfolio Manager at Ninety One and Rehana Khan, Portfolio Manager at Ninety One.
14:2527/05/2021
The Asset Class: Ellie Clapton
Ellie Clapton is a Portfolio Specialist at Ninety One
12:3117/05/2021
The Asset Class: Duggan Matthews
Duggan Matthews is the Chief Investment Officer, Marriott Asset Management Pty Ltd
12:4223/03/2021
The Asset Class: Unathi Loos
Unathi Loos, Portfolio Manager at Ninety One Asset Management.
12:4612/02/2021