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.
We produce 60-70 reports a year on investment strategy, dealing with multiple investment topics. The scope of the research is global.
After due consultation with the client, we devise a dedicated investment benchmark and country allocation policy for a portfolio of assets.
Alternative investments are becoming an increasingly important part of institutional investors’ portfolios.
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.SUBSCRIBE TO DOWNLOAD REPORTS
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.SUBSCRIBE TO DOWNLOAD REPORTS
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.SUBSCRIBE TO DOWNLOAD REPORTS