Macro Perspectives 11 | History not repeating itself with SVB collapse

Loading player...
Portfolio Manager Peter Brooke explains why he doesn’t believe that history will be repeated following  the failure of Silicon Valley Bank, and that concerns over another global financial crisis are unjustified.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:00 The failure of Silicon Valley Bank and the impact on markets and bank shares
  • 00:43 Looking at the facts behind the collapse of SVB
  • 01:51 The danger of bank runs – what is the difference this time?
  • 02:24 The concern around the impact of tighter liquidity
  • 03:20 Peter details an interesting aspect of the SVB bankruptcy
14 Mar 2023 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…
19 Apr 2021 1 hr 05 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…
22 Sep 2020 3 min