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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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>High levels of Global Liquidity likely to persist for 1-2 years</li>
<li>Equities well underpinned by Global Liquidity</li>
<li>Central Banks, notably US Fed, compelled so far to monetize debt</li>
<li>‘Baby bust’ will trigger accelerating collapse in savings ratios</li>
<li>China economic de-coupling will add to inflation shock</li>
</ul>


High levels of Global Liquidity likely to persist for 1-2 years
Equities well underpinned by Global Liquidity
Central Banks, notably US Fed, compelled so far to monetize debt
‘Baby bust’ will trigger accelerating collapse in savings ratios
China economic de-coupling will add to inflation shock


Will Global Liquidity Boom Again in 2021?