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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
Investment Strategies
Two-Pot System
South African Election
Elections
Economic Stability
Capital Markets
Financial Investment
UK Politics
China

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
BusinessInvesting

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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

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Recent Guests

Siobhan Simpson
Head of SA Unit Trust at Ninety One
Ninety One
Episode: The Asset Class: Siobhan Simpson
Reabetswe Kungwane
Investment specialist at Ninety One
Ninety One
Episode: The Asset Class with Reabetswe Kungwane
Lisa MacCleod
Portfolio Manager at Ninety One
Ninety One
Episode: The Asset Class with Lisa MacCleod
Alex Holroyd-Jones
Portfolio manager at Ninety One in London
Ninety One
Episode: The Asset Class with Alex Holroyd-Jones
Thanzi Ramukosi
Investment Specialist, Emerging Markets Alternative Credit
Ninety One
Episode: The Asset Class: Thanzi Ramukosi
Sahil Mahtani
Director of the Investment Institute at Ninety One
Ninety One
Episode: The Asset Class with Sahil Mahtani
Peter Kent
Co-Head of Emerging Market Fixed Income
Ninety One
Episode: The Asset Class with Peter Kent
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

Host

Lindsay Williams
Host of the podcast, providing insights and facilitating discussions on finance, investment strategies, and market dynamics.

Reviews

3.6 out of 5 stars from 20 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

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Listeners appreciate the expert insights and quality of discussions featured, often noting the host's engaging style.
Audience members express a desire for more episodes, indicating satisfaction with the overall content and delivery.
The podcast is praised for its timely relevance to current market conditions and depth of analysis.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The Asset Class: Sisamkele Kobus & Adam Furlan
Q: Was there any detail in the inflation announcement that surprised you?
The direction to target a 3% inflation with a tolerance band was not surprising, but it being front-loaded to the MTB APS surprised some analysts.
The Asset Class: Sisamkele Kobus & Adam Furlan
Q: What was the mood of the minister during the MTBPS?
The minister appeared to have a good demeanor and was happy to deliver a budget that wouldn't result in negative backlash.
The Asset Class with Sisamkele Kobus
Q: Will the sluggish economic growth be revitalized?
Kobus indicates that while the economy is currently weak, there is potential in the renewable energy sector which could lead to increased activity in the future.
The Asset Class with Sisamkele Kobus
Q: What does this mean for the South African Reserve Bank?
Kobus suggests that the Reserve Bank will likely hold interest rates steady, considering the recent drop in inflation is largely due to base effects and weak demand.
The Asset Class: Thanzi Ramukosi
Q: Can you give me some numbers on the impact of these projects?
The portfolio has sustained about 230,000 jobs and transported 3.8 million passengers, while generating about 1 million megawatt hours of clean energy, powering approximately 380,000 homes.

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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?

This podcast provides in-depth discussions led by experienced fund managers on crucial market trends, investment strategies, and asset allocation. Episodes spotlight the latest insights into commodities, currency performance, and investment opportunities, particularly within the South African economy. With a focus on long-term perspectives, listeners can expect expert analyses of current financial conditions, upcoming budgets, and the implications of global geopolitical shifts on local markets. The unique positioning of the hosts, often working at Ninety One, brings credibility to the content, making it a valuable resource for serious investors seeking informed perspectives to aid their decision-making processes.

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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 Money Show
2. MoneywebNOW
3. WorldWide Markets with Simon Brown
4. The Investment Perspective, with Ninety One
5. Ghost Stories

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. Siobhan Simpson
2. Reabetswe Kungwane
3. Lisa MacCleod
4. Alex Holroyd-Jones
5. Thanzi Ramukosi
6. Sahil Mahtani
7. Peter Kent
8. Clyde Rossouw

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