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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

01/12/21
Global Global

The year of reckoning

The big consensus new year forecasts are published: 61.3 pages each on average for the five that I have read.…

29/11/21
Global Global

Covid – and so to Omicron

The B.1.1.529 virus has been designated a Covid-19 variant of concern with the name Omicron. Our investment take is that…

25/11/21
Germany Germany

Traffic light turns green

Germany is finally moving towards a new government with a formal coalition agreement inked by the three coalition partners —…

Global

1st December, 2021 » The year of reckoning

The big consensus new year forecasts are published: 61.3 pages each on average for the five that I have read. They amount to a lot of work by a lot of worthy people. They all say the same thing while claiming to be different. Markets will continue to rise. All the nasties are just “transitoriness”. This is all wrong. The consensus will be disrupted by all or some of the variables below. 2022 is the year of reckoning.

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Global

29th November, 2021 » Covid – and so to Omicron

The B.1.1.529 virus has been designated a Covid-19 variant of concern with the name Omicron. Our investment take is that there will be an awakening in markets that Covid is a permademic — rising and falling and affecting economies and markets in waves. Omicron will immediately hit mobility, the economy and international trade will cause further supply-chain disruptions in addition to demand disruptions. In general, the effect is to dampen demand but raise costs.

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Germany

25th November, 2021 » Traffic light turns green

Germany is finally moving towards a new government with a formal coalition agreement inked by the three coalition partners — the SPD, the Greens and the FDP yesterday. While negotiations might have been concluded a little faster than expected, the bottom line is that this is still a market-neutral event with the new programme decidedly politically unambitious.

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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

Technicals

30th November, 2021 » IS Weekly Technicals – 30th November

Chart pack and analysis attached.

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Technicals

23rd November, 2021 » IS Weekly Technicals – 23rd November

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Technicals

16th November, 2021 » IS Weekly Technicals – 16th November

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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