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200 episodes
The Asset Class: Alper Kilic
2026/04/20 | 18 mins.Alper Kilic is Head of Alternative Credit at Ninety One in London.The Asset Class: Stephen Naidoo and Lisa McCleod
2026/04/14 | 10 mins.Stephen Naidoo and Lisa McCleod are Portfolio Managers at Ninety One in Cape Town.The Asset Class: Tshipiri Meudi
2026/04/13 | 13 mins.Tshipiri Meudi is Managing Director, SA Infrastructure at Ninety One in Cape Town.The Asset Class: James Turp
2026/04/09 | 8 mins.James Turp, Portfolio Manager at Ninety One in Cape Town.The Asset Class: Malcolm Charles
2026/04/01 | 8 mins.Malcolm Charles, Portfolio Manager at Ninety One in Cape Town
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About 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.
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South Africa