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The Asset Class by Strictly Business
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The Asset Class by Strictly Business

Strictly Business
BusinessInvesting
The Asset Class by Strictly Business
Latest episode

200 episodes

  • The Asset Class by Strictly Business

    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 by Strictly Business

    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 by Strictly Business

    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 by Strictly Business

    The Asset Class: James Turp

    2026/04/09 | 8 mins.
    James Turp, Portfolio Manager at Ninety One in Cape Town.
  • The Asset Class by Strictly Business

    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.
Podcast website
BusinessInvesting

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