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Independent Strategy adds value to its clients by seeking out investment themes and opportunities in Macro Investments, often challenging conventional wisdom.

Too often investment research is constrained by the narrow focus of the research provider, but we seek to create a cohesive global view. We are compact and flexible enough to respond quickly to an ever-changing investment scene.

The research is designed to benefit both short-term and longer-term strategic thinking. It carefully studies geo-political and economic events, while looking for breaks in historical trends to uncover investment opportunities.

RESEARCH

We produce 60-70 reports a year on investment strategy, dealing with multiple investment topics. The scope of the research is global.

PORTFOLIO ADVISORY

After due consultation with the client, we devise a dedicated investment benchmark and country allocation policy for a portfolio of assets.

ALTERNATIVE INVESTMENTS

Alternative investments are becoming an increasingly important part of institutional investors’ portfolios.

Latest Reports

05/05/21
Global Global

The bare bones of it

This summarises our strategic positions. Perhaps it could be more aptly named the ‘bare bones of it’. Because bearish I…

27/04/21
Global Global

Beauteous people, brave new world, priceless world

“Oh Wonder! How many goodly creatures are there here! How beauteous mankind is! O brave new world that has such…

23/04/21
Global Global

Four Quartets No. 4 – Little Gidding

This is the fourth thing (outlined in this week’s reports) that will shape our world … and of course investments.…

Global

5th May, 2021 » The bare bones of it

This summarises our strategic positions. Perhaps it could be more aptly named the ‘bare bones of it’. Because bearish I am, while acknowledging that the stimulus tipping point, after which more is bad for markets, is hard to time. But it is still out there well before the end of this year.

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Global

27th April, 2021 » Beauteous people, brave new world, priceless world

“Oh Wonder! How many goodly creatures are there here! How beauteous mankind is! O brave new world that has such people in it!” — Miranda — The Tempest, William Shakespeare. What will society become in the post pandemic world? What is the plot of our “Tempest”? The conclusion is that we are moving towards a priceless world — not in the Irish sense of it being funny, but in the economic sense of having few market-determined prices to set supply and demand or to allocate resources.

 

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Global

23rd April, 2021 » Four Quartets No. 4 – Little Gidding

This is the fourth thing (outlined in this week’s reports) that will shape our world … and of course investments. Europe is our Little Gidding …

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Independent means just that

Objective + Innovative + Opportunity

Our research is based on a thoroughly objective view of the world as it is, not as some might like it to be seen.

Our work is characterised by independence of thought and a determination to focus only on money making ideas, resulting in a totally fresh and original approach compared with the overwhelming volume of reports by integrated investment houses.

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In the Media

25 years of Strategic Independence|Regulated and authorised by the Financial Conduct Authority

MACRO MATTERS

Global

5th May, 2021 » Fast Track Data — A pause for some thought, but uptrend remains

Google’s mobility update (to 1st May) paints a bit more of a mixed picture of the immediate recovery, even if on a global basis the overall trend is still upward.  Indeed, in our sample a majority of countries stepped back over the past week.

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Technicals

4th May, 2021 » IS Weekly Technicals — 4th May

Chart pack and analysis attached.

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Global

4th May, 2021 » Covid-19: Vaccination rates hit key levels in Europe

Analysing the weekly vaccinations data some things stand out:

  1. Daily infections are falling everywhere except in South Asia (+18% on the week to 384k/day).
  2. EU daily infections are down 19% for last week (vs. previous seven days).
  3. Global vaccinations are up 14% on the week. Some signs of vaccine fatigue in the US (+8%) & UK (+6%).
  4. The EU crossed (what I think is a critical) threshold of 30 vaccinations per 100 population with 33. Share of the population with 1 shot or more is 24% up from 21%.

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MEET THE TEAM

Independent Strategy: David Roche David Roche President and Global Strategist
Independent Strategy: Guido Manca Guido Manca Chief Executive Officer
Independent Strategy: John Armstrong John Armstrong Managing Director
Independent Strategy: James Lister-Cheese James Lister-Cheese Strategist and Director
Independent Strategy: Nick Kennedy Nick Kennedy Chief Economist
Independent Strategy: Bob McKee Bob McKee Consultant Economist

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REPORTS ARCHIVE

The reports archive contains 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.

REPORTS ARCHIVE