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Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

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 Liquidity is skidding and forcing risk asset prices lower</li>
<li>70% of World's Central Banks are now running 'tight' monetary policies</li>
<li>
Bond markets may have called this right. Viz the collapse in term premia</li>
</ul>



Global Liquidity is skidding and forcing risk asset prices lower
70% of World's Central Banks are now running 'tight' monetary policies

Bond markets may have called this right. Viz the collapse in term premia


iShares 20+ Year Treasury Bond ETF (TLT US)

Why Are World Markets Falling?