
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.
| Publishes | Weekly | Episodes | 150 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||

Alper Kilic is Head of Alternative Credit at Ninety One in London.
Stephen Naidoo and Lisa McCleod are Portfolio Managers at Ninety One in Cape Town.
Tshipiri Meudi is Managing Director, SA Infrastructure at Ninety One in Cape Town.
James Turp, Portfolio Manager at Ninety One in Cape Town.
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The show centers on senior investment professionals, particularly from Ninety One, who unpack macro themes, credit structures, and infrastructure opportunities across emerging markets and South Africa. Episodes often dissect complex instruments, market dynamics, and policy shifts, with a strong emphasis on long-horizon investing, risk management, and wallet-friendly portfolio positioning for institutional and sophisticated retail audiences. A standout aspect is the consistent focus on real-world investment structures—like private credit, infrastructure funding, and FLACs—paired with practical implications for asset allocation and risk-adjusted returns.
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These podcasts share a similar audience with The Asset Class by Strictly Business:
1. Magic Markets
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4. SAfm Market Update with Moneyweb
5. Nedgroup Investments Insights
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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Recent guests on The Asset Class by Strictly Business include:
1. Alper Kilic
2. Lisa McCleod
3. Stephen Naidoo
4. Tshipiri Meudi
5. James Turp
6. Jason Borbora-Sheen
7. David Knee
8. Alastair Herbertson
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.