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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

28/06/22
Global Global

Gas wars – EU rides to the rescue?

The EU Initiative on Gas Storage, published overnight, misses the point that the issue is not storage but where the…

27/06/22
Global Global

The coming gas war

The next big shock generated by Russia may be gas. It could come from Russia cutting deliveries to the EU…

22/06/22
Italy Italy

Movements in the Movimento

Political positioning has already begun ahead of Italy’s parliamentary elections next Spring. After a long-running feud within Italy’s Five Star…

Global

28th June, 2022 » Gas wars – EU rides to the rescue?

The EU Initiative on Gas Storage, published overnight, misses the point that the issue is not storage but where the gas comes from. The Russians, as our report (The coming gas war, 27 June 2022) showed yesterday, look most unlikely to oblige with the supplies to fill the storage. The gas crisis is only just beginning.

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Global

27th June, 2022 » The coming gas war

The next big shock generated by Russia may be gas. It could come from Russia cutting deliveries to the EU rather than the EU sanctioning Russia. The EU ‘Warcession’ would be the result. It would be a major blow to European assets – currency, equity and even bonds.

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Italy

22nd June, 2022 » Movements in the Movimento

Political positioning has already begun ahead of Italy’s parliamentary elections next Spring. After a long-running feud within Italy’s Five Star Movement (M5S), Foreign Minister Luigi Di Maio has quit the party, taking with him about 60 MPs and Senators. He maintains his support of Prime Minister Mario Draghi, however. We remain neutral Italian BTPs as well as EUR versus USD.

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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

AWARD WINNING, EXPERIENCED, DEDICATED EXPERTISE

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: 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