Independent Strategy

Reports - Full Archive

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

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…

UK

2nd September, 2016 » UK – no opposition

The post-Brexit Conservative government in the UK under Theresa May has a clear run in negotiating with the EU over…

Global

11th July, 2016 » Flashpoints!

This is one of those moments in history when politics matter as much as economics for financial markets. The rise…

Global

19th January, 2016 » Credo

The deterioration in equity markets this year should not come as a complete surprise, the problems are not new. We…

Global

27th November, 2015 » How are we changed!

Disruptive technologies have always been the cause of economic strides. Manufacturing replaced the artisan. Electricity revolutionised industry. The train and…

Eurozone

12th November, 2015 » Fractious Europe

If you thought that the “resolution” of the Greek bailout crisis in the summer would give the EU project breathing…

Global

23rd October, 2015 » A short paper on everything

About this economic recovery, four things strike. First, services (“intangibles”) are ticking along nicely, but manufacturing is a disaster. Second, developed markets…

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