David Roche

DAVID ROCHE is President and Global Strategist at Independent Strategy. Well known for his original and provocative ideas, he was the first to move away from strategy as parochial country allocation and to focus on investment themes, based on fundamental long-term analysis, backed up by strongly held convictions.

He has forecast some of the major 'turning points' in global investments such as the demise of the Soviet Bloc and the subsequent fall of the Berlin Wall, or the sharp monetary tightening which heralded the financial reversal in world bond markets in 1994. His was the lonely voice which early in 1997 predicted the development of the Asian crisis.

Until 1994, David Roche was Head of Research and Global Strategist at Morgan Stanley. He holds an MA from Trinity College Dublin and an MBA with the highest distinction from INSEAD. He is also a Chartered Financial Analyst and has a diploma in accounting and finance from the UK's Association of Certified Accountants. David Roche contributes regularly to the Financial Times, the Wall Street Journal and other top financial publications. He is also a regular commentator on the BBC, CNN and CNBC television networks.

To watch David Roche on CNBC and Bloomberg click here for videos.

David's pioneering work on liquidity and the credit crunch is explained and discussed at length in his book: New Monetarism.

And the next chapter in the crisis - the sovereign debt explosion - is predicted in his new book: Sovereign DisCredit!.