The Asset Class by Strictly Business
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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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The Asset Class: Hannes van den Berg
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

The Asset Class with Lisa MacCleod
Lisa MacCleod is a Portfolio Manager at Ninety One in Cape Town.

The Asset Class with Alex Holroyd-Jones
Alex Holroyd-Jones is a Portfolio Manager at Ninety One in London

The Asset Class with George Chevely
George Chevely Portfolio Manager at Ninety One in London

The Asset Class: Philip Saunders
Philip Saunders is Director of the Investment Institute at Ninety One in London

The Asset Class with Vivienne Taberer
Vivienne Taberer, Investment Director at Ninety One in Cape Town

The Asset Class: Ruen Naidu
Ruen Naidu is a Portfolio Manager at Ninety One in Cape Town.

The Asset Class: Sumesh Chetty
Sumesh Chetty is a Portfolio Manager at Ninety One in Cape Town.

The Asset Class with Jason Borbora-Sheen
Jason Borbora-Sheen is a Portfolio Manager ay Ninety One in London.


The Asset Class: John Stopford
John Stopford, Head of Multi-Asset Income at Ninety One in London

The Asset Class: Thanzi Ramukosi
Thanzi Ramukosi, Investment Specialist Emerging Market Alternative Credit at Ninety One in Cape Town.

The Asset Class: Malcolm Charles
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

The Asset Class with George Chevely
George Chevely Portfolio Manager at Ninety One in London

The Asset Class with Vivienne Taberer
Vivienne Taberer, Investment Director at Ninety One in Cape Town

The Asset Class: Hannes van den Berg
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

The Asset Class with Sahil Mahtani
Sahil Mahtani is Director Investment Institute at Ninety One in London.

The Asset Class with Sisamkele Kobus
Sisamkele Kobus is Economics Analyst at Ninety One in Cape Town.

The Asset Class with Paul Gooden
Paul Gooden is a Portfolio Manager at Ninety One in London.

The Asset Class with Peter Kent
Peter Kent is Co-Head of Emerging Market Fixed Income at Ninety One in Cape Town.

The Asset Class with Vivienne Taberer
Vivienne Taberer, Investment Director at Ninety One in Cape Town

The Asset Class: Malcolm Charles
Malcolm Charles is a Portfolio Manager at Ninety One in Cape Town

The Asset Class: Adam Furlan
Adam Furlan is portfolio manager at Ninety One in Cape Town.

The Asset Class: John Stopford
John Stopford, Head of Multi-Asset Income at Ninety One in London

The Asset Class: Clyde Rossouw - Ninety One
Clyde Rossouw, Co-Head of Quality at Ninety One

The Asset Class with Ian Cunningham
Ian Cunningham is the Co-Head of Multi-Asset Growth at Ninety One in London

The Asset Class with Daniel Morgan
Daniel Morgan is a Multi Asset Analyst at Ninety One.

The Asset Class: Hannes van den Berg
Hannes van den Berg is Head of SA Equity and Multi Asset at Ninety One in Cape Town.

The Asset Class: John Stopford
John Stopford, Head of Multi-Asset Income at Ninety One in London

The Asset Class with Tsitsi Hatendi-Matika
Tsitsi is a Client Director at Ninety One in Cape Town.

The Asset Class with Vivienne Taberer
Vivienne Taberer, Investment Director at Ninety One in Cape Town

The Asset Class: Sumesh Chetty
Sumesh Chetty is responsible for multi-asset absolute return propositions at ninety One.


The Asset Class: Gail Daniel
Gail Daniel, Portfolio Manager, Managed Strategy at Ninety One in Cape Town

The Asset Class: Adam Furlan
Adam Furlan is portfolio manager at Ninety One in Cape Town.

The Asset Class with Paul Gooden
Paul Gooden is a Portfolio Manager Global Natural Resources at Ninety One in London.

The Asset Class: Philip Saunders
Philip Saunders is Director of the Investment Institute at Ninety One in London

The Asset Class: Philip Saunders
Philip Saunders is Director of the Investment Institute at Ninety One in London

Budget 2025: The Short View
Budget 2025 with Adam Furlan, portfolio manager at Ninety One in Cape Town.

The Asset Class with Vivienne Taberer
Vivienne Taberer, Investment Director at Ninety One in Cape Town