Independent Strategy

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The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

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Global

14th November, 2016 » Trump l’Oeil

The reaction of financial markets to Trump’s election is explainable by expectations of tax cuts and rising fiscal spending. This…

Global

25th October, 2016 » Autumn dirge

Free capital, like free water, is never going to be used productively. So it should be no surprise that central…

Global

11th October, 2016 » Pivot Point

It is time to take out insurance against a gradual ending of central bank largesse. Sovereign bond yield curve steepeners…

Global

6th October, 2016 » The Gordonian Knot

Robert Gordon’s gloomy hypothesis of perpetually slow economic growth looks credible at first glance, but on closer examination it is…

Global

20th September, 2016 » The Anger Factor

The global anger vote will have lasting effects on politics and, with it, the long-term economic outlook. It is reshaping…

Global

11th July, 2016 » Flashpoints!

This is one of those moments in history when politics matter as much as economics for financial markets. The rise…

Global

19th January, 2016 » Credo

The deterioration in equity markets this year should not come as a complete surprise, the problems are not new. We…

Global

27th November, 2015 » How are we changed!

Disruptive technologies have always been the cause of economic strides. Manufacturing replaced the artisan. Electricity revolutionised industry. The train and…

Global

23rd October, 2015 » A short paper on everything

About this economic recovery, four things strike. First, services (“intangibles”) are ticking along nicely, but manufacturing is a disaster. Second, developed markets…

Global

29th July, 2015 » Hidden Capex

The world is entering a completely new capex cycle. Investment in innovatory technology is not being adequately captured by the…

Global

21st April, 2015 » Reflation

What if the ambitions of central bankers were to come true? Inflation rises and unemployment falls to “reasonable” levels. That…

Global

3rd July, 2014 » The Big ‘Un

As inflation rises global capital will be repriced.  The process will start in the US, though the UK may be…

Global

1st April, 2014 » It’s extreme!

Increasing weather-related natural disasters are probably related to global warming. Even if they are not, governments and investors need to…

Global

11th March, 2014 » Whither?

There are five key issues that need to be addressed for investment strategy. First, the rate of global economic growth…

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