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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

03/10/22
Russia Russia

Putin – the rant and reasons

Putin is a man down a hole who, instead of climbing out, just digs deeper. No more off ramps! De…

27/09/22
UK UK

In Truss no trust

Our short sterling position is now closed. GBP has hit our USD1.05 target. Now it is about 3c above that…

26/09/22
Italy Italy

Buongiorno Giorgia!

Giorgia Meloni scored a spectacular electoral victory in Italy. Italians have the first directly elected government in a decade with…

Russia

3rd October, 2022 » Putin – the rant and reasons

Putin is a man down a hole who, instead of climbing out, just digs deeper. No more off ramps!
De facto Allied war goals now have to be regime change. This is bad for financial assets – particularly European ones. It speaks for the dollar remaining strong a while longer. And it leaves China in a limbo of its own making with a sinking yuan.

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UK

27th September, 2022 » In Truss no trust

Our short sterling position is now closed. GBP has hit our USD1.05 target. Now it is about 3c above that level. Our short gilts position is being kept. Indeed, we would add to it.

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Italy

26th September, 2022 » Buongiorno Giorgia!

Giorgia Meloni scored a spectacular electoral victory in Italy. Italians have the first directly elected government in a decade with a working majority and an opportunity for some stability. So Italian financial assets are likely to remain in a narrow range as we watch the first steps of this new administration.

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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