The Asset Class by Strictly Business

STRICTLY BUSINESS  |  Podcast , ±14 min episodes every 2 days  |  Broadcast schedule  | 
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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19
OCT

The Asset Class: Michael Power Part 2

The investment strategist answers more thought-provoking client questions pertaining to 2020’s astonishing series of events.

Michael looks back AND forward with his usual alacrity and vision.
07
OCT

The Asset Class: Wenchang Ma

"From coal to carbon-free in 40 years and what it means for investing in China".
Wenchang Ma is co-portfolio manager for the All China Equity Strategy in the 4Factor team at Ninety One.
11
SEP

The Asset Class: Victoria Harling

As the world searches for yield in a low-yielding world, emerging market debt has come to the fore in the last few months.

Victoria Harling is head of emerging market corporate debt and is responsible for managing the Emerging Market Corporate Debt Strategy and the EM Investment Grade Corporate Debt Strategy at Ninety One in London.

215 episodes

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