Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

CrossBorder Capital an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Our proprietary databases (available to clients) cover 80 countries in depth from 1980 onwards. We take a systematic quantitative methodology that uses this data with AI models to predict financial market movements. The efficacy of our data has been independently verified, and we have an associated but separate asset management division.

Cross-Asset Liquidity Strategist

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Sticking With Commodity and Defensive Sectors; Buying Coal, Steel, Gold Stocks

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Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul>
<li>
Global Liquidity seeing significant collapse and World Central Bank Liquidity slated to contract by 10-20% over 2 years</li>
<li>
 US Dollar set to make further gains.  US dollar swap-lines become important</li>
<li>
 World commodity prices to skid lower as World economy hits recession</li>
</ul>



Global Liquidity seeing significant collapse and World Central Bank Liquidity slated to contract by 10-20% over 2 years

 US Dollar set to make further gains.  US dollar swap-lines become important

 World commodity prices to skid lower as World economy hits recession


Alert: Do Bears Hunt in Packs? (Part 3) The Coming Turmoil in Currency and Commodity Markets