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

MarketWatch· Jules Rimmer· Aug 14, 2026 · 10:26 AM
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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