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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
Sovereign debt – supply or demand?
Sovereign bond issuance this year will not be a factor in determining bond prices. It’s the demand side that will…
Demographics – frog boiling
This report looks beyond the cyclical to the secular and poses the question: “Is this the start of the post-growth…
Step on the gas
We are long oil. The oil price is likely to get to USD120/bbl by mid-2023 and average USD140 bbl in…
Sovereign debt – supply or demand?
Sovereign bond issuance this year will not be a factor in determining bond prices. It’s the demand side that will be decisive. That will depend on how quickly inflation rates fall and the size and duration of central bank monetary tightening (QT). We are long US treasuries and German bunds, but short JGBs.
SUBSCRIBE TO DOWNLOAD REPORTSDemographics – frog boiling
This report looks beyond the cyclical to the secular and poses the question:
“Is this the start of the post-growth world?”.
The coming demographic shifts of shrinking labour forces and ageing populations will have a profound and sustained impact on our livelihoods and security. Societies, as much as governments, are ill-prepared.
SUBSCRIBE TO DOWNLOAD REPORTSStep on the gas
We are long oil. The oil price is likely to get to USD120/bbl by mid-2023 and average USD140 bbl in 2024. That makes oil stocks very attractive in terms of valuation, cash flow and leverage.
SUBSCRIBE TO DOWNLOAD REPORTS
