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180 episodes
The Asset Class: Philip Saunders
2026/1/29 | 8 mins.Philip Saunders, Director at the Investment Institute at Ninety One in London.The Asset Class: Malcolm Charles
2026/1/27 | 14 mins.Malcolm Charles, Portfolio Manager at Ninety One in Cape TownThe Asset Class: Sumesh Chetty
2026/1/21 | 18 mins.Sumesh Chetty is a Portfolio Manager at Ninety One in Cape TownThe Asset Class with Paul Gooden
2026/1/13 | 10 mins.Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.The Asset Class: John Biccard
2025/12/05 | 15 mins.John Biccard is Portfolio Manager, Value Fund
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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