Independent Strategy

Home

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

05/12/19
Germany Germany

The spineless revolution

The SPD’s new leadership choice might appear radical but it’s unlikely to mark the start of a coalition collapse. What…

02/12/19
Global Global

Bonds – optimising the un-optimisable

Fixed income portfolios have enjoyed a bumper year in 2019. Yields are at rock bottom. That makes achieving even moderate…

25/11/19
Hong Kong Hong Kong

Democratic tensions

The victory of pro-democracy candidates in the weekend’s Hong Kong (HK) district council elections creates another problem for US/China trade…

Germany

5th December, 2019 » The spineless revolution

The SPD’s new leadership choice might appear radical but it’s unlikely to mark the start of a coalition collapse. What it does do though is politicise a number of issues as the SPD seeks to reassert its leftist credentials. While the new leadership will push for the right type of changes it visibly politicises many issues. Such hostility creates paralysis at a time when real leadership is required. These delays will be bad for growth, the euro and Germany’s longer-term dreams of normalised monetary policy.

SUBSCRIBE TO DOWNLOAD REPORTS
Global

2nd December, 2019 » Bonds – optimising the un-optimisable

Fixed income portfolios have enjoyed a bumper year in 2019. Yields are at rock bottom. That makes achieving even moderate returns over the next 12 months quite a challenge. Unless there’s a full-blown global recession, investors are going to have to embrace the long end of the curve and the riskiest issuers.

SUBSCRIBE TO DOWNLOAD REPORTS
Hong Kong

25th November, 2019 » Democratic tensions

The victory of pro-democracy candidates in the weekend’s Hong Kong (HK) district council elections creates another problem for US/China trade negotiators. While the lack of violence was welcome, the outcome drives a further wedge between the local authorities and the Hong Kongese — not to mention the US Congress. We are correspondingly negative on HK stocks but remain neutral on the HK dollar peg.

SUBSCRIBE TO DOWNLOAD REPORTS

BROWSE ALL REPORTS

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.

READ MORE

In the Media

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

MACRO MATTERS

Technicals

3rd December, 2019 » IS Weekly Technicals – 3rd December

Charts and analysis attached.

Read More...

Technicals

27th November, 2019 » IS Weekly Technicals – 27th November

Charts and analysis attached.

Read More...

Global

21st November, 2019 » Politics Briefing 21st November

US Impeachment process looks likely to go on for a little longer than expected.  Pelosi’s initial hope that things could be wrapped up by Christmas, so the Democrats could start the new year on a clean slate, focused on the Presidential primaries and campaign looks hopeful now.  Pelosi has always felt the impeachment process was always driven by the left wingers in the party and never had a credible chance of success.  By delaying the process, it prevents the House from pursuing more important business such as delivering on the campaign promises of the mid-terms.

Read More...

READ ALL POSTS

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: Nick Kennedy Nick Kennedy Chief Economist
Independent Strategy: Bob McKee Bob McKee Consultant Economist

FIND OUT MORE

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