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Macro Perspectives 44 | The role of LDI market in toppling Liz Truss

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing this week on the vicious circle sparked by Liz Truss’s tax cuts, which put liability-driven investments under pressure – ultimately leading to political change.

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Chapters

00:54 What is liability driven investing?
01:21 What actually happened in the UK and why we had a sell off
02:22 Could the same thing happen in South Africa?
03:06 Why South African markets are in a better position than our UK counterparts

31 Oct 2022 English South Africa Business

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