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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
Banking Monitor
US commercial bank borrowing from the Federal Reserve facilities continued to rise last week, while deposits continued to move out…
The Fed – short or long-term gain?
The Fed did as expected and hiked 25bp. That means trouble later.
ECB … backwards to the future
The ECB raised rates by 50bp for all its instruments. It was a contested majority decision. The financial stability mandate…
Banking Monitor
US commercial bank borrowing from the Federal Reserve facilities continued to rise last week, while deposits continued to move out of the banks into money market funds.
SUBSCRIBE TO DOWNLOAD REPORTSThe Fed – short or long-term gain?
The Fed did as expected and hiked 25bp. That means trouble later.
SUBSCRIBE TO DOWNLOAD REPORTSECB … backwards to the future
The ECB raised rates by 50bp for all its instruments. It was a contested majority decision. The financial stability mandate was not invoked
SUBSCRIBE TO DOWNLOAD REPORTS
