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

Trade Deal/ Tech War/ Financial Services/ Taiwan/ Scams

Chinese Trade Data Isn't All It's Cracked Up To Be

Trade War/ Economy/ Taiwan/ Human Rights/ Virus

Outlook for US Equities in 2020: Not in a Bubble, but Melt-Up Raises Correction Risks

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>
Central Banks continue to fuel markets</li>
<li>
China’s PBoC starting to add liquidity</li>
<li>Is this a Shanghai Accord 2 matching previous monetary deals like 1985 Plaza Accord?</li>
<li>
Emerging Markets potentially key beneficiaries in 2020</li>
</ul>



Central Banks continue to fuel markets

China’s PBoC starting to add liquidity
Is this a Shanghai Accord 2 matching previous monetary deals like 1985 Plaza Accord?

Emerging Markets potentially key beneficiaries in 2020


The Race To The Top? Beijing Chases The Wall Street Bubble