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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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>Asian Liquidity Cycle in strong upswing for first-time since 2012</li>
<li>Spurred in large part by weakening US dollar and capital inflows</li>
<li>Cycle unlikely to see its next low before 2025</li>
<li>Investors currently have low exposure to the region</li>
<li>Asian equities, and gold and commodity markets all likely to gain</li>
</ul>


Asian Liquidity Cycle in strong upswing for first-time since 2012
Spurred in large part by weakening US dollar and capital inflows
Cycle unlikely to see its next low before 2025
Investors currently have low exposure to the region
Asian equities, and gold and commodity markets all likely to gain


Asia Is The Liquidity Cycle to Watch