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

CX Daily: Liu He Says China’s Economy Will Get Back to Normal in 2023

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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>2023 will prove far better for most investors. Although the major World stock and bond indexes will range sideways, several national markets and sectors will perform strongly</li>
<li>Behind our optimism is an expansion the all-important Global Liquidity cycle from last October. This is driven by the People’s Bank of China and paced by the US Federal Reserve</li>
<li>World fixed income markets are exhibiting a ‘normal’, not the distorted cycle many claim. Coming months should see skidding bond market volatility and the beginning of yield curve steepening</li>
</ul>


2023 will prove far better for most investors. Although the major World stock and bond indexes will range sideways, several national markets and sectors will perform strongly
Behind our optimism is an expansion the all-important Global Liquidity cycle from last October. This is driven by the People’s Bank of China and paced by the US Federal Reserve
World fixed income markets are exhibiting a ‘normal’, not the distorted cycle many claim. Coming months should see skidding bond market volatility and the beginning of yield curve steepening


The Most Important Question For Equity Investors: What to Expect in Global Fixed Income in 2023?