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Saturday, 14 November 2026

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

Markets Brief, UK brief (2026-08-14): Batten down the hatches and allocate defensively because global liquidity has peaked, argues veteran strategist In a world of rising interest rates,… Primary source: original at MarketWatch (marketwatch.com).

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

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