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

Is This Asia’s Biggest Policy Shift in Three-Decades?

Is There An Asian Financial Cycle? Look How Chinese Banks Stocks Are Breaking Higher

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.


Macroeconomics

MSCI AC Asia ex Japan Index (MXASJ INDEX)

In a recent report our analysts note that The Asian Liquidity cycle remains in an upswing. Prospectively, this upswing in cashflow could last into 2019. See Figure 1 below. It is our view that Asian investment prospects in 2018 look bullish because of three factors:<ul>
<li>persistent Chinese monetary easing</li>
<li>monetized capital inflows from the US dollar, and</li>
<li>a significant change in Japanese monetary policy from liquidity-management to implicit Yen targeting.</li>
</ul>We have been Asian bulls throughout 2017, having…

In a recent report our analysts note that The Asian Liquidity cycle remains in an upswing. Prospectively, this upswing in cashflow could last into 2019. See Figure 1 below. It is our view that Asian investment prospects in 2018 look bullish because of three factors:
persistent Chinese monetary easing
monetized capital inflows from the US dollar, and
a significant change in Japanese monetary policy from liquidity-management to implicit Yen targeting.
We have been Asian bulls throughout 2017, having…

China, Japan and Asian EM in 2018: A Liquidity View