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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

17/05/22
Global Global

The trilemma strategy

The world economy is conflicted by variables that will slow growth and headline inflation.  But not enough to make bonds…

16/05/22
Global Global

Yet more agro in war

By any measure, grain and oilseed supplies are going to be justifiably tight for at least another year, particularly if…

10/05/22
Global Global

The spectre of recession

There are three spectres of recession stalking the globe. Fed tightening; Zero-Covid disruption; and the war in Ukraine. All three…

Global

17th May, 2022 » The trilemma strategy

The world economy is conflicted by variables that will slow growth and headline inflation.  But not enough to make bonds a buy because central banks will go on tightening and many of the negatives will increase costs. There are equities that should do well: corporations with cash flow surpluses, as well as some high-yielding structured-equity products. We are also long energy stocks. We would buy selected emerging markets, particularly in Latin America, that are both high-yielding; might take a political turn towards reform; and benefit from higher commodity prices.

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Global

16th May, 2022 » Yet more agro in war

By any measure, grain and oilseed supplies are going to be justifiably tight for at least another year, particularly if the Russian invasion of Ukraine continues to reduce supplies and exports from there. Grain and oilseed demand is unrelenting as the world hungers for more food. It’s a bull market and not likely to change soon. We are staying long wheat, corn and soybeans, but also cotton, a key component of soft goods production.

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Global

10th May, 2022 » The spectre of recession

There are three spectres of recession stalking the globe. Fed tightening; Zero-Covid disruption; and the war in Ukraine. All three are causing a supply shock that will keep inflation high. Bond yields will rise further.

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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