Independent Strategy

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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

04/12/23
Europe Europe

EU equities – what could go right

The consensus is universally bearish on European equities. After 15 years of underperformance, it wouldn’t take much to change perceptions.…

28/11/23
Global Global

Dearly beloved …

The new doctrine of self-exoneration and supply-side inflation guilt means that central bankers will not raise rates any more and…

24/11/23
Global Global

Double Dutch

The victory of Geert Wilders’ Freedom Party (PVV) in this week’s Netherlands election follows a familiar pattern. Electorates across Europe…

Europe

4th December, 2023 » EU equities – what could go right

The consensus is universally bearish on European equities. After 15 years of underperformance, it wouldn’t take much to change perceptions. We’re lifting our underweight position to neutral.

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Global

28th November, 2023 » Dearly beloved …

The new doctrine of self-exoneration and supply-side inflation guilt means that central bankers will not raise rates any more and have created the freedom to cut them, which they will do earlier and by more than the market expects. The easing will come before the inflation job is done. That will embed higher inflation in the future.

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Global

24th November, 2023 » Double Dutch

The victory of Geert Wilders’ Freedom Party (PVV) in this week’s Netherlands election follows a familiar pattern. Electorates across Europe are worried about their standard of living and perceived loss of national identity. Populists are increasingly tapping into this angst.

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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