Batten down the hatches and allocate defensively because global liquidity has peaked, argues veteran strategist
In a world of rising interest rates, CrossBorder Capital’s Mike Howell believes investors should maintain a defensive posture, hedge against inflation, buy gold and commodities
In a world of rising interest rates, CrossBorder Capital’s Mike Howell believes investors should maintain a defensive posture, hedge against inflation, buy gold and commodities
BELLINGS Intelligence Score: 30
Why it matters
The strategist's view that global liquidity has peaked and a defensive allocation is warranted is a notable market commentary but lacks immediate market-moving impact or new data, making it relevant but not highly significant.
Sources
MarketWatch
Batten down the hatches and allocate defensively because global liquidity has peaked, argues veteran strategist
In a world of rising interest rates, CrossBorder Capital’s Mike Howell believes investors should maintain a defensive posture, hedge against inflation, buy gold and commodities