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

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…

Global

29th July, 2015 » Hidden Capex

The world is entering a completely new capex cycle. Investment in innovatory technology is not being adequately captured by the…

Global

21st April, 2015 » Reflation

What if the ambitions of central bankers were to come true? Inflation rises and unemployment falls to “reasonable” levels. That…

Global

3rd July, 2014 » The Big ‘Un

As inflation rises global capital will be repriced.  The process will start in the US, though the UK may be…

Global

1st April, 2014 » It’s extreme!

Increasing weather-related natural disasters are probably related to global warming. Even if they are not, governments and investors need to…

Global

11th March, 2014 » Whither?

There are five key issues that need to be addressed for investment strategy. First, the rate of global economic growth…

Global

7th January, 2014 » Sol y sombre

Growth in the global economy will initially be quite powerful over the first half of 2014, driven by the US,…

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