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

Consumption/ US-China/ Covid-19/ Tech IPOs

US Fiscal Outlook: Good for the Economy, but Profligacy Could Usher Return of Bond Vigilantes

Outlook for US Corporations: Greener Pastures Not Guaranteed Under Biden Administration Agenda

China: COVID Accelerates China As The #1 Economy By Or Before 2025 – “Rainy Day Fund Advantage”

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>The past year has underscored the importance of ‘Liquidity’ for markets</li>
<li>We use AI-method to extrapolate the Global Liquidity Cycle further into the future</li>
<li>Next World cyclical low occurs in third quarter of 2022</li>
<li>Asian cycle very different and will not peak before March 2022</li>
</ul>


The past year has underscored the importance of ‘Liquidity’ for markets
We use AI-method to extrapolate the Global Liquidity Cycle further into the future
Next World cyclical low occurs in third quarter of 2022
Asian cycle very different and will not peak before March 2022


When Will This Investment Cycle End? – Insight From AI Systems