Independent Strategy

View Reports by Year

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.

Viewing 1 - 50 of 50
Global

14th November, 2016 » Trump l’Oeil

The reaction of financial markets to Trump’s election is explainable by expectations of tax cuts and rising fiscal spending. This…

Global

25th October, 2016 » Autumn dirge

Free capital, like free water, is never going to be used productively. So it should be no surprise that central…

Global

11th October, 2016 » Pivot Point

It is time to take out insurance against a gradual ending of central bank largesse. Sovereign bond yield curve steepeners…

Global

6th October, 2016 » The Gordonian Knot

Robert Gordon’s gloomy hypothesis of perpetually slow economic growth looks credible at first glance, but on closer examination it is…

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…

In the Media