Sep 27 2024
Michael Howell, Founder and Managing Director of CrossBorder Capital joined FNArena Talks to share his views on global liquidity. CrossBorder Capital researches market liquidity and regularly analyses Central Bank activity across 80 economies Worldwide. Through this work it implements asset allocation strategies for clients. In this discussion, Michael covers the concept of financial “abundance”; what drives asset prices; the challenges around government fiscal deficits and what this means for monetary and high street inflation; the stage in the liquidity cycle and what assets he likes.
