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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Special Report: Umbrella Idea

11th January, 2019 » Special Report: Umbrella IdeaEnd of the ICE age

There have been various points of blame for weak auto sales. The most under-appreciated input has been technological innovation, as…

Global

18th December, 2018 » Star Wars

America’s trade conflict with China reflects two things. First, the angst of a declining US power. Second, the ego-centric conflict…

Special Report: Umbrella Idea

3rd August, 2018 » Special Report: Umbrella IdeaTechnology – saviour or curse?

It’s undeniable that we’re living in an epoch of technological transformation. And one that is unprecedented in history. With the…

Global

9th April, 2018 » Carry on?

The merits of our carry trade basket have faded over the past 12 months. There remains a yield pick-up in…

Global

8th February, 2018 » The devil’s advocate

We believe that the major global determinants of secular inflation (globalisation, technology, demography) will continue to hold price growth down.…

Global

7th February, 2018 » Fire drill

A spike in market volatility isn’t surprising. But it’s not the start of a more pronounced meltdown. Markets will recover…

Global

23rd January, 2018 » Escaping the hydra

There seems to be almost universal acceptance that central banks have created a liquidity bubble. And the logic goes that,…

Special Report: Umbrella Idea

13th December, 2017 » Special Report: Umbrella IdeaA big deal

Demography is perhaps the single most important investment theme over the next half century. Many of its implications will begin…

Global

9th November, 2017 » The unspoken

When we wrote Of rabbits, bankers and what matters, 19 October 2017 we spoke of the factors that would set…

Global

28th July, 2017 » Vox Populi

There isn’t a ‘one size fits all’ model for populism. It’s hard to identify in advance why social pressures morph…

Global

12th July, 2017 » The Gods of war

The US mainland is now potentially in range of North Korea’s growing nuclear arsenal. Diplomacy is past its sell-by date,…

Global

14th November, 2016 » Trump l’Oeil

The reaction of financial markets to Trump’s election is explainable by expectations of tax cuts and rising fiscal spending. This…

Global

25th October, 2016 » Autumn dirge

Free capital, like free water, is never going to be used productively. So it should be no surprise that central…

Global

11th October, 2016 » Pivot Point

It is time to take out insurance against a gradual ending of central bank largesse. Sovereign bond yield curve steepeners…

Global

6th October, 2016 » The Gordonian Knot

Robert Gordon’s gloomy hypothesis of perpetually slow economic growth looks credible at first glance, but on closer examination it is…

Global

20th September, 2016 » The Anger Factor

The global anger vote will have lasting effects on politics and, with it, the long-term economic outlook. It is reshaping…

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