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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

27/09/21
Germany Germany

A vote for change

The next German government is likely to be a coalition of the SPD, the Greens and the Liberals. The FDP…

23/09/21
US US

Playing to your audience

The Fed might have moved closer to exiting the emergency measures implemented to counter the pandemic, but the FOMC still…

22/09/21
Global Global

Binary warfare

Cyberwarfare remains a significantly underappreciated threat. Its dangers are numerous, even absent of a full-blown conflict between the major powers.…

Germany

27th September, 2021 » A vote for change

The next German government is likely to be a coalition of the SPD, the Greens and the Liberals. The FDP and the Greens will be the kingmakers. The government will be greener, more pro-European integrationist and spend more on investment. But changes are likely to be gradual with the FDP in control of the Finance Ministry. The markets won’t be worried by this. And at least the changes will be in the right direction. Ideas like the EU becoming more autonomous militarily and less transatlanticist are not going to happen. The outcome is neutral for Bunds and the euro and positive for European equities.

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US

23rd September, 2021 » Playing to your audience

The Fed might have moved closer to exiting the emergency measures implemented to counter the pandemic, but the FOMC still fails to acknowledge inflation risks. We remain short 10-year Treasuries.

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Global

22nd September, 2021 » Binary warfare

Cyberwarfare remains a significantly underappreciated threat. Its dangers are numerous, even absent of a full-blown conflict between the major powers. Our connected world makes it almost impossible to ringfence our economic and social system from cyber-attack. All aspects of our economic lives are exposed to such disruption, and the chances are they will be. Cyber is, after all, a theatre that encourages overreach and risk-taking. This creates huge potential for unintended consequences and conflict escalation. The overlap between criminal and official hacking groups amplifies these dangers.

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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

MACRO MATTERS

Technicals

28th September, 2021 » IS Weekly Technicals – 28th Sep

Chart pack and analysis attached.

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Global

22nd September, 2021 » Fast Track Data — Recovery remains resilient

Google activity data through to 17th remains positive, with none of the anxiety present in markets transmitting into the real economy while all the fuss about the Delta variant also seem to be having minimal impact in the real world – a function of the hugely successful vaccine programmes that continues to rollout globally and has reached effectively full coverage in nearly all of the major economies.

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Technicals

21st September, 2021 » IS Weekly Technicals – 21st September

Chart pack and analysis attached.

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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: Nick Kennedy Nick Kennedy Chief Economist
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