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.
Grain prices are near three-year lows. This is based on optimism on Ukraine supplies and on future crop yields and production. We expect that optimism to be confounded. We remain long on a forecast of a13-15% annual price increase over the next two years.SUBSCRIBE TO DOWNLOAD REPORTS
The new Huawei smart phone (the Mate 60 Pro) has a 7nm chip. The CPU chip is the Kirin 9000s. This likely changes the balance of power between China and the free world down the road.SUBSCRIBE TO DOWNLOAD REPORTS