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

Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing…
8 Sep 7 min

Quarterly Insights: Is the investment playbook changing?

For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key…
14 Aug 33 min