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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
Chaos has its own structure
The coming meeting of the leaders of China and Saudi Arabia heralds the sort of alliance that will deepen world…
COP27 – almost a copout
It was not a total copout, but nearly. The COP27 conference achieved one breakthrough: an agreement to set up a…
COP27 – last chance saloon
The COP27 climate conference in Egypt is the last chance saloon for governments and agents to get their act together…
Chaos has its own structure
The coming meeting of the leaders of China and Saudi Arabia heralds the sort of alliance that will deepen world disorder, while stabilising a single self-interested axis. It will result in cheaper oil for China but also push up global energy prices. It will hasten the demise of the US dollar as the global reserve currency. Russia is the big loser.
SUBSCRIBE TO DOWNLOAD REPORTSCOP27 – almost a copout
It was not a total copout, but nearly. The COP27 conference achieved one breakthrough: an agreement to set up a ‘loss and damage’ fund to help poor countries which are most vulnerable to climate-generated disasters. But who will cough up money and by how much was left open to future COPs to decide.
SUBSCRIBE TO DOWNLOAD REPORTSCOP27 – last chance saloon
The COP27 climate conference in Egypt is the last chance saloon for governments and agents to get their act together to meet previous targeted limits on global warming and to achieve net zero carbon emissions. There are investment opportunities galore in carbon pricing, food, renewables and carbon capture technologies to mitigate the impact on the planet.
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