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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

30/01/23
Global Global

Sovereign debt – supply or demand?

Sovereign bond issuance this year will not be a factor in determining bond prices. It’s the demand side that will…

23/01/23
Global Global

Demographics – frog boiling

This report looks beyond the cyclical to the secular and poses the question: “Is this the start of the post-growth…

20/01/23
Global Global

Step on the gas

We are long oil. The oil price is likely to get to USD120/bbl by mid-2023 and average USD140 bbl in…

Global

30th January, 2023 » Sovereign debt – supply or demand?

Sovereign bond issuance this year will not be a factor in determining bond prices. It’s the demand side that will be decisive. That will depend on how quickly inflation rates fall and the size and duration of central bank monetary tightening (QT). We are long US treasuries and German bunds, but short JGBs.

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Global

23rd January, 2023 » Demographics – frog boiling

This report looks beyond the cyclical to the secular and poses the question:
“Is this the start of the post-growth world?”.

The coming demographic shifts of shrinking labour forces and ageing populations will have a profound and sustained impact on our livelihoods and security. Societies, as much as governments, are ill-prepared.

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Global

20th January, 2023 » Step on the gas

We are long oil. The oil price is likely to get to USD120/bbl by mid-2023 and average USD140 bbl in 2024. That makes oil stocks very attractive in terms of valuation, cash flow and leverage.

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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