Batten down the hatches and allocate defensively because global liquidity has peaked, argues veteran strategist
AI Summary
Veteran strategist Mike Howell of CrossBorder Capital advises investors to adopt a defensive investment posture amidst global liquidity peaking and rising interest rates. He recommends hedging against inflation through gold and commodities to preserve capital.
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
World Markets Commodities global liquidity investment strategy inflation hedge gold commodities interest rates defensive allocation