Independent Strategy
Independent Strategy: James Lister-Cheese

James Lister-Cheese, Strategist and Director

JAMES LISTER-CHEESE, Strategist and Director, joined Independent Strategy in May 1994 and supports David Roche in his global coverage. He is actively involved in all aspects of the formulation of Independent Strategy’s investment policy. He holds an honours degree in Economics from Bristol University.

Posts by James Lister-Cheese

China

POST » 15th April, 2020 » Hubei is not China

Total Covid-19 infections may just have broken the two million barrier globally. But there are encouraging signs that, at least in some places, active cases have already peaked. Scientists’ understanding of the disease is still in its infancy and there are many questions we don’t yet have clear answers to. In particular, if we’re all exposed to the same disease, why is there such a wide variation in apparent infection, fatality and recovery rates from country to country?

US

POST » 30th January, 2020 » Cock-a-hoop

Donald Trump is on a roll. He presides over the longest cyclical upswing on record. On his watch, unemployment is…

Germany

POST » 9th January, 2020 » German Industrial Production

Germany has just reported much-improved industrial production numbers for November.  In volume terms they jumped 1.1% mom on a seasonally-adjusted basis, better than consensus expectations for a 0.8% rebound.  So the downturn is over?  Don’t bet on it.

Independent Strategy Books

BOOKSDeath of Democracy

Death of Democracy
By David Roche, James Lister-Cheese and Nick Kennedy

Is democracy in the 21st century dying? Will it become a rare beast in an autocratic world full of old people, robots and AI? There are certainly signs that this will happen.

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