Independent Strategy

Strategy Reports

Global Investment Strategy

Independent Strategy: Reports

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.

Viewing 1 - 50 of 1213
Italy

5th January, 2022 » Mario stepping up?  NEW

The Italian presidential election is looming and the current PM, Mario Draghi, is the leading contender. While his appointment to…

Global

13th December, 2021 » Warm Santa images

Christmas mines images from childhood. There is one in my mind that is more like Chirico than Santa. The colours…

US

7th December, 2021 » Burnt toast

The unequal distribution of US household assets is a reality. The pandemic was never going to change that. But measures…

US

23rd November, 2021 » The Fed nominations

President Biden’s decision to re-nominate Jerome Powell as Chair of the Fed governing board removes some uncertainty but doesn’t alter…

Global

11th October, 2021 » The door to where?

Supply-chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together…

China

4th October, 2021 » Beyond Evergrande

Evergrande might be insolvent, but its liabilities look digestible for the many mouths of the Chinese state. Clamping down on…

Global

29th September, 2021 » The coming togetherness

Current stress points in the global economy, like supply-side disruptions, have idiosyncratic causes but all point in one direction: the…

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.…

Global

17th September, 2021 » Biking to conclusions

Disruption of supply chains will have significant effects on current global growth, inflation and equity margins. But it goes beyond…

Germany

31st August, 2021 » Change is good

The CDU/CSU will lose the next election. So after 16 years of rule Germany will finally get a new government.…

US

9th August, 2021 » Sustaining the recovery

US growth should remain robust. While government transfers continue to be pared back, the resurgence of the service sector will…

In the Media