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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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 debt projected to test US$315 trillion (ex-financials) in 2023, or 312% of World GDP. Too much debt increases financial fragility</li>
<li>
 Financial dominance driving a return to Central Bank QE. Global Liquidity will reverse its recent fall and rebound to US$174 trillion</li>
<li>More liquidity is consistent with a future stabilization and moderate gains in World asset markets. Gold looks to be a winner 
</li>
</ul>



 Global debt projected to test US$315 trillion (ex-financials) in 2023, or 312% of World GDP. Too much debt increases financial fragility

 Financial dominance driving a return to Central Bank QE. Global Liquidity will reverse its recent fall and rebound to US$174 trillion
More liquidity is consistent with a future stabilization and moderate gains in World asset markets. Gold looks to be a winner 



Is QE Returning By Stealth in 2023?