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Batten down the hatches and allocate defensively because global liquidity has peaked, argues veteran strategist

Friday, August 14, 2026


Mike Howell of CrossBorder Capital recommended that investors adopt a defensive investment strategy, hedge against inflation, and increase holdings in gold and commodities in an environment of rising interest rates.

Original reporting: https://www.marketwatch.com/story/batten-down-the-hatches-and-allocate-defensively-because-global-liquidity-has-peaked-argues-veteran-strategist-b68673b0?mod=mw_rss_topstories

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