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Strategist urges defensive positioning as global liquidity peaks
The strategist, Mike Howell of CrossBorder Capital, argues rising interest rates make inflation hedges and exposure to gold and commodities more important.
MarketWatch highlights the view of Mike Howell, a veteran strategist at CrossBorder Capital, who says investors should “batten down the hatches” as global liquidity has peaked.
According to MarketWatch, Howell points to a backdrop of rising interest rates and recommends holding a more defensive posture, including hedges aimed at inflation risk.
MarketWatch also says Howell believes investors should consider adding gold and commodities as part of that defense.
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