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.
We produce 60-70 reports a year on investment strategy, dealing with multiple investment topics. The scope of the research is global.
After due consultation with the client, we devise a dedicated investment benchmark and country allocation policy for a portfolio of assets.
Alternative investments are becoming an increasingly important part of institutional investors’ portfolios.
This summarises our strategic positions. Perhaps it could be more aptly named the ‘bare bones of it’. Because bearish I am, while acknowledging that the stimulus tipping point, after which more is bad for markets, is hard to time. But it is still out there well before the end of this year.SUBSCRIBE TO DOWNLOAD REPORTS
“Oh Wonder! How many goodly creatures are there here! How beauteous mankind is! O brave new world that has such people in it!” — Miranda — The Tempest, William Shakespeare. What will society become in the post pandemic world? What is the plot of our “Tempest”? The conclusion is that we are moving towards a priceless world — not in the Irish sense of it being funny, but in the economic sense of having few market-determined prices to set supply and demand or to allocate resources.
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