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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.

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Global

13th July, 2021 » Ready or not  NEW

While the spread of the Delta variant is concentrated in healthy young adults in the developed economies, and vaccination coverage…

Global

6th July, 2021 » Saw tooth  NEW

This is about the shape of the economic cycle. The pandemic has created a new cycle: the ‘saw tooth’. We…

Taiwan

22nd June, 2021 » Recycling riches

The jump in Taiwan’s already large external surpluses is not a one-off increase that will be corrected. Demand for the…

Global

16th June, 2021 » The virtuous game

While the green revolution continues to gather steam, there is still a high degree of procrastination going on. The radical…

Global

3rd June, 2021 » Testing prejudice

Some things are clear. Lasting stimulus, particularly in the US, will keep demand above what the supply-side was traditionally capable…

Global

1st April, 2021 » Addicted to stuff

People obsess about post-Covid debt. But the reality, as the pandemic begins to wane, is that private sector balance sheets…

Europe

12th March, 2021 » Lagarde unleashed

The ECB might not have changed policy rates or increased its QE programme, but the significance of yesterday’s policy tweaks…

Germany

10th March, 2021 » Green power

Germany’s Green party looks set to be the big winner of upcoming state elections. The outcome may also influence the…

Global

3rd March, 2021 » How things connect

Policy normalisation is a great post-Covid challenge. It will be forced on policy makers by markets, rather than being an…

Global

16th February, 2021 » Herding cats

Putting all my asset allocation ideas together is just that: herding cats. They do not hang together with the seamless…

Italy

14th February, 2021 » Enter the dragon

With Draghi running the country, Italy will be led by a heavyweight. He is highly respected on the global scene…

In the Media