The Global Perspective: Taper Tantrum 2.0

Loading player...
The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis.
With global equity and fixed income markets priced at historically high valuations after the Fed and other central banks pumped significant levels of liquidity into financial markets in response to the Covid-19 pandemic, will we see a repeat of the Taper Tantrum as central banks begin tapering discussions again?
During this 15-min discussion, Tony Cousins and Douglas Nicol aim to tackled:
• Market expectations for central bank tapering programs
• Potential risks that could alter these tapering plans
• Most vulnerable global asset classes and regions
13 Oct 2021 English South Africa Investing · Business News

Other recent episodes

Retirement Reimagined: Staying the course

Trevor and Seugnet come together again to discuss why maintaining equity exposure is crucial for financial security before and after retirement. Learn how to stay focused on long-term growth despite market volatility and understand the importance of outpacing inflation to preserve your purchasing power. With expert commentary and compelling statistics,…
14 Jul 4 min

Retirement Reimagined: Drawing down, powering up - The case for equities in retirement

In episode 2 of this podcast series, hosts Trevor Garvin and Seugnet de Villiers tackle the multifaceted world of retirement planning and explore why maintaining equity exposure is vital even after retirement. Discover how growth assets can safeguard savings against inflation and extend their longevity, despite market volatility. With real-life…
14 Jul 4 min

Retirement Reimagined: Is playing it safe the riskiest move?

Join Trevor Garvin, Head of Multi-Management, and Seugnet de Villiers, Multi-Management Fund Manager, in this first episode of the Retirement Reimagined podcast series. In this episode, they explore a question that may seem counterintuitive: Is playing it safe actually the riskiest move when saving for retirement? Listen as they dissect…
14 Jul 5 min