Independent Strategy

Strategy Reports

Global Investment Strategy

The following pages contain 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.

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Global

13th May, 2024 » 3 in 1

Fragmentation of trade and world order go hand in hand and are set to worsen. China will not help the…

Japan

19th March, 2024 » BoJ – as expected

Bullish our positions long Yen, short JGB and long Japanese equities (focus on bank stocks, hi-tech, autos). If anything the…

Global

30th January, 2024 » Four calls

We are staying out of Chinese equities; switching from agro to industrial metals; long oil and gas; and holding defence…

China

2nd January, 2024 » The cracked disk

President Xi is ruthlessly continuing to consolidate power in China with increasingly brittle acts of supremacy.

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…

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…

Global

27th October, 2023 » Dark clouds

Our forecast has been for a long war of attrition with Ukraine holding its own and wearing down the Russians.…

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