As inflation rises global capital will be repriced. The process will start in the US, though the UK may be…
View Reports by Region
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.
The odds are that global energy prices will not rise significantly over the next decade or so. The international agencies…
Global leverage has not decreased. It has risen. But while everyone is still focused on the major culprit — sovereign…
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,…
An economist can have unwavering faith in his ideology, but a strategist must entertain doubt about his vision. As a strategist,…
