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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

09/08/22
Europe Europe

Russian gas – can the EU beat Putin’s blockade?

Against the consensus, we reckon that the EU may well have enough gas supply over the coming winter and beyond…

08/08/22
China China

China-Taiwan – Anatomy of a crisis

China is currently de facto blockading Taiwan. Our reading is that the PLA announcement of further manoeuvres in Bohai and…

01/08/22
Europe Europe

TPI and Italian BTPs – reverse call!

We no longer recommend being short Italian or other southern Eurozone government bonds.

Europe

9th August, 2022 » Russian gas – can the EU beat Putin’s blockade?

Against the consensus, we reckon that the EU may well have enough gas supply over the coming winter and beyond to defeat Putin’s weaponisation of energy. By the same token, the EU’s centrifugal forces surrounding energy and gas in particular are likely to be less potent. As such, we would go short EU natural gas prices from here.

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China

8th August, 2022 » China-Taiwan – Anatomy of a crisis

China is currently de facto blockading Taiwan. Our reading is that the PLA announcement of further manoeuvres in Bohai and the Yellow Sea mark a ratcheting down of the blockade to a more local basis and less of an encirclement of Taiwan. We have no exposure to Mainland China assets. We are short RMB against a basket of currencies.

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Europe

1st August, 2022 » TPI and Italian BTPs – reverse call!

We no longer recommend being short Italian or other southern Eurozone government bonds.

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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