Independent Strategy

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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

22nd September, 2021 » Binary warfare  NEW

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  NEW

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

Global

13th July, 2021 » Ready or not

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

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

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…

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…

Global

29th January, 2021 » Vaccine wars

Equities are the most vulnerable asset class to vaccine wars. The euro is perhaps the most vulnerable rich-country currency. All…

Global

18th January, 2021 » More Covid bore

Markets care about stimulus but not much about Covid. They look through the Covid data. But this is wrong. Covid…

Special Report: Commodities

18th January, 2021 » Special Report: CommoditiesBuying food

The latest WASDE report by the US Department of Agriculture supports our long position in wheat. There is further upside…

Global

13th January, 2021 » Surprise surprise

There will rarely be a year when macro events hold greater sway. Our macro outlook: US 10-year Treasury yields will…

Global

15th December, 2020 » Quantum economics

David Roche gives an introduction to our report “Quantum Economics”. This piece explores how Quantum Mechanics influences macroeconomics and how…

In the Media