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The Asset Class by Strictly Business

Strictly Business
Ninety One
South African Reserve Bank
Earnings Revisions
Inflation
Donald Trump
South Africa
Monetary Policy
Interest Rates
U.S. General Election
Oil
Investment Strategy
US Federal Reserve
Investment Strategies
Two-Pot System
South African Election
UK Politics
Financial Investment
Economic Stability
Capital Markets
Elections

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.

PublishesTwice monthlyEpisodes150Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Asset Class by Strictly Business

Latest Episodes

Adam Furlan is a portfolio manager and Sisamkele Kobus is an Economics Analyst, both at Ninety One

Siobhan Simpson is Head of SA Unit Trusts at Ninety One.

Muhammad Docrat is an Analyst at Ninety One

Reabetswe Kungwane is an Investment Specialist at Ninety One in Cape Town

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Clyde Rossouw
Portfolio manager for the Ninety One Global Franchise Fund
Ninety One
Episode: The Asset Class: Clyde Rossouw - Ninety One
Daniel Morgan
Multi-asset analyst at Ninety One
Ninety One
Episode: The Asset Class with Daniel Morgan
Sumesh Chetty
Portfolio Manager for the 91 Quality Capability
91
Episode: The Asset Class: Sumesh Chetty
Paul Gooden
Portfolio Manager, Global Natural Resources
Ninety One
Episode: The Asset Class with Paul Gooden
Adam Furlan
Portfolio Manager at Ninety One
Ninety One
Episode: Budget 2025: The Short View
Hannes van den Berg
Head of SA Equity and Multi-Asset at Ninety One
Ninety One
Episode: The Asset Class: Hannes van den Berg
Gail Daniel
Portfolio manager responsible for the managed strategy at Ninety One
Ninety One
Episode: The Asset Class: Gail Daniel
Ruen Naidu
Portfolio manager at Ninety One
Ninety One
Episode: The Asset Class: Ruen Naidu
Achumile Mashalaba
Assistant Portfolio Manager at Ninety One
Ninety One
Episode: The Asset Class: Achumile Mashalaba

Host

Lindsay Williams
Host of the discussions who brings expertise in finance and investing to the conversation, engaging with guests on relevant market topics and investment strategies.

Reviews

3.7 out of 5 stars from 19 ratings
  • Top class

    Wish I had found this podcast sooner. Missed hearing Lindsay on financial radio

    Apple Podcasts
    5
    MarrtyMcFlyy
    South Africa6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful discussions and expert commentary on current market trends.
Many highlight the relevance of the topics covered and the depth of analysis provided by industry professionals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#84
South Africa/Business/Investing
Apple Podcasts
#164
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

The Asset Class: Clyde Rossouw - Ninety One
Q: Why do you think quality companies, those durable companies, those resilient compounders are the right place to be in this environment?
They are generally the right place to be in any environment, but current market conditions may make them even more relevant.
The Asset Class: Sumesh Chetty
Q: Can multi-asset funds provide a solution to investors seeking a safe haven?
Multi-asset is probably the best proposition for investors; it provides quality and stability unlike fixed income or cash.
The Asset Class: Sumesh Chetty
Q: Given the moves we've seen in April with significant uncertainty, how were you and your portfolios positioned going in?
We maintained a higher risk budget and generated strong positive returns by focusing on quality and valuation in our investment strategies.
The Asset Class with Paul Gooden
Q: Where do you think the oil price is going from here?
Gooden expresses optimism for the medium-term oil price due to slow energy transition, though he is concerned about oversupply in the short term leading to potential price declines.
The Asset Class: John Biccard
Q: How do you feel about current market valuations?
They are at an all-time low, and this presents a significant investment opportunity.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Asset Class by Strictly Business

What is The Asset Class by Strictly Business about and what kind of topics does it cover?

Content focuses on a variety of topics related to investing and market behavior, emphasizing insights from experienced fund managers. The discussions center around global market conditions, economic volatility, and investment strategies, particularly within the finance sector. Notable themes include long-term capital market assumptions, asset allocation strategies, the impact of political events on markets, and insights into specific asset classes like equities and fixed income. The podcast stands out for its expert commentary from industry professionals, making it a valuable resource for serious investors seeking to understand market dynamics and optimize their portfolios.

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Which podcasts are similar to The Asset Class by Strictly Business?

These podcasts share a similar audience with The Asset Class by Strictly Business:

1. The Experts by Strictly Business
2. MoneywebNOW
3. Honest Money
4. The Money Show
5. BizNews Radio

How many episodes of The Asset Class by Strictly Business are there?

The Asset Class by Strictly Business launched 7 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Asset Class by Strictly Business?

Recent guests on The Asset Class by Strictly Business include:

1. Clyde Rossouw
2. Daniel Morgan
3. Sumesh Chetty
4. Paul Gooden
5. Adam Furlan
6. Hannes van den Berg
7. Gail Daniel
8. Ruen Naidu

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