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

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

7th March, 2017 » The greenback and EM FX

We have argued that the greenback’s multi-year bull-run might last a couple more months. But it is over or ending.…

Global

18th January, 2012 » Alternatives

An economist can have unwavering faith in his ideology, but a strategist must entertain doubt about his vision. As a strategist,…

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