Cheap money has encouraged listed corporates to shift business models away from capital investment to inflating earnings per share via…
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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.
As inflation rises global capital will be repriced. The process will start in the US, though the UK may be…
The odds are that global energy prices will not rise significantly over the next decade or so. The international agencies…
Increasing weather-related natural disasters are probably related to global warming. Even if they are not, governments and investors need to…
Artificial intelligence (AI) is no longer science fiction. AI will replace and improve on most, if not all, human productive…
Even if the West’s response to the Ukraine crisis looks toothless, the longer-term impact should not be underestimated. It will…
There are five key issues that need to be addressed for investment strategy. First, the rate of global economic growth…
Without immigration of skilled labour Germany’s economy will shrink 4.5% in the next two decades and social security payments will…
Investors are right to wonder whether a stagnating economy with price deflation, such as Japan experienced in the 1990s onwards,…
Growth in the global economy will initially be quite powerful over the first half of 2014, driven by the US,…
While the rest of us had a credit bust, emerging markets had a binge. Private sector credit is rattling along…
An economist can have unwavering faith in his ideology, but a strategist must entertain doubt about his vision. As a strategist,…
