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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Samantha Hartard is from 4Factor SA at Ninety One in Cape Town.Por Strictly Business
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Janine Langenhoven is Senior Legal Counsel at Ninety OnePor Strictly Business
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Adam Furlan is portfolio manager at Ninety One in Cape Town.Por Strictly Business
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Philip Saunders is Director of the Investment Institute at Ninety One in LondonPor Strictly Business
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George Chevely, Portfolio Manager, Global Gold at Ninety One in LondonPor Strictly Business
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Marc Lindley is Product Specialist at Ninety One Investment Platform in Cape Town.Por Strictly Business
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Rehana Khan, SA Equity and Multi Asset at Ninety One in Cape TownPor Strictly Business
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The Asset Class with Jason Borbora-Sheen
11:08
11:08
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11:08
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.Por Strictly Business
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Malcolm Charles is a Portfolio Manager Fixed Income at Ninety One in Cape TownPor Strictly Business
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The Asset Class with Muhammad Docrat and Paul Gooden
12:38
12:38
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12:38
Muhammad Docrat, Analyst at Ninety One in Cape Town and Paul Gooden, Portfolio Manager at Ninety One in London.Por Strictly Business
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Jaco Van Tonder is Advisor Services Director at Ninety One in Cape Town.Por Strictly Business
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John Stopford, Head of Multi-Asset Income at Ninety One in LondonPor Strictly Business
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Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in LondonPor Strictly Business
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Vivienne Taberer, Investment Director at Ninety One in Cape TownPor Strictly Business
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Varun Laijawalla is a Portfolio Manager at Ninety One in London.Por Strictly Business
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John Biccard, Portfolio Manager, Ninety One Value FundPor Strictly Business
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Matt Evans is a Portfolio Manager at Ninety One in LondonPor Strictly Business
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Malcolm Charles is a Portfolio Manager at Ninety One in Cape TownPor Strictly Business
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The Asset Class with Russel Silberston
10:38
10:38
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10:38
Russel Silberston is a Strategist at Ninety One in LondonPor Strictly Business
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John Biccard is a Portfolio Manager responsible for the Ninety One Value Fund.Por Strictly Business
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George Chevely Portfolio Manager for Natural Resources Strategies at Ninety One in LondonPor Strictly Business
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Bashier Omar is a Portfolio Manager at Ninety One.Por Strictly Business
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John Stopford is the head of Multi-Asset Income at NinetyOne in London.Por Strictly Business
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George Chevely Portfolio Manager at Ninety One in LondonPor Strictly Business
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Philip Saunders is Investment Institute Director at Ninety One in London.Por Strictly Business
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The Asset Class with Hannes Van Den Berg
11:49
11:49
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11:49
Hannes Van Den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape TownPor Strictly Business
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Dawid Heyl is a Portfolio Manager in the Thematic Equity team within Multi-Asset at Ninety One.Por Strictly Business
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Duane Cable is a Portfolio Manager at Ninety One in Cape Town.Por Strictly Business
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Chris Freund is a Portfolio Manager in the Balanced and Equity Capability at Ninety One in Cape Town.Por Strictly Business
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Jennifer Moynihan is a Portfolio Specialist responsible for the OMI Global Flexible FundPor Strictly Business
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Ellie Clapton is a Portfolio Specialist responsible for the OMI Global Cautious FundPor Strictly Business
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Dawid Heyl is a Portfolio Manager at Ninety OnePor Strictly Business
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Diedre Cooper is the Head of Sustainable Equity at Ninety One in LondonPor Strictly Business
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The Asset Class with Jason Borbora-Sheen
15:10
15:10
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15:10
Jason Borbora-Sheen is a Portfolio Manager at Ninety One in LondonPor Strictly Business
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Tom Nelson is the Head of Thematic Equity and Co-Portfolio Manager of Global Natural Resources at Ninety One in LondonPor Strictly Business
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Sisamkele Kobus is an Analyst at Ninety One in Cape Town.Por Strictly Business
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Stephan Naidoo is a Portfolio Manager at Ninety One in Cape Town, jointly responsible for the Ninety One High Income FundPor Strictly Business
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