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Jim Rickards’ Strategic Intelligence Pro UK is a portfolio-oriented service employing a macro-thematic investment process. Based on the benchmark UK FTSE 100 stock market index, this service allocates across all 11 so-called market “supersectors” according to our big picture, macroeconomic views, combined with major investment themes.

It then takes the additional step of pushing these macro-thematic views through a portfolio optimisation, based on the historical correlations and volatilities of each market sector. 

All sector and company allocations are done without regard to market capitalisation. There is a long-running dispute amongst academics regarding whether or not stock market indices should be market weighted or not. It is an important debate because some indices – and this includes the FTSE 100 – are dominated by a small number of companies.

In the case of the FTSE 100, five companies alone comprise nearly 1/3 of the market-weighted index. Investing by market capitalisation, therefore, severely restricts the implied portfolio diversification benefits. By weighting sectors according to their relative risk contributions in a combined portfolio, rather than by market capitalisation, Strategic Intelligence Pro UK extracts, ex-ante, greater diversification benefits. 

That’s no guarantee of higher returns, but it does imply, ex-ante, a superior risk-reward mix.

Strategic Intelligence Pro UK is designed to help you conserve your assets and build your wealth while protecting you from the hidden dangers of inflation. The goal is to outperform the FTSE 100 over the medium and longer term, ideally with both higher returns and slightly lower volatility.

What’s Included in Your Subscription:

Issues: Regular macro-thematic intelligence delivering big-picture economic insights designed to conserve assets, protect against inflation, and beat the FTSE 100.

Updates: Real-time portfolio maintenance and market commentary responding to shifting sector correlations, volatility metrics, and emerging trends.

Reports: In-depth thematic research dossiers featuring deep dives into the 11 market supersectors and actionable wealth-building strategies.

Media: Exclusive video and audio briefings breaking down critical macroeconomic developments, market trends, and risk-reward strategies.

Portfolio: Full access to our risk-optimized model portfolio, allocated across all 11 supersectors for maximum diversification and a superior risk-reward mix.

FAQs: On-demand answers and reference materials to help you seamlessly navigate your subscription, methodology, and portfolio setup.

please call 0203 966 4580

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You don’t need more information to be a better, more profitable investor. You need better research. Here you’ll find investment ideas and strategies from some of Britain’s most experienced investors produced specifically for investors like you. Learn more about independent stock market research and advice from one of the UK’s oldest financial publishers.

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Important Risk Warning

Advice in Jim Rickards’ Strategic Intelligence UK PRO does not constitute a personal recommendation. Any advice should be considered in relation to your own circumstances, risk tolerance and investment objectives. Before investing you should carefully consider the risks involved, including those described below. If you have any doubt as to suitability or taxation implications, seek independent financial advice.

General – Your capital is at risk when you invest, never risk more than you can afford to lose. Past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid.

Small cap shares - Shares recommended may be small company shares. These can be illiquid meaning they are hard to trade and can have a large bid/offer spread. If you need to sell soon after you bought, you might get back less than you paid. This makes them riskier than other investments in larger share companies.

Overseas investments - Shares may be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Any dividends will be taxed at source in the country of issue.

Options – Some recommendations will be to buy an option. Options are financial derivatives that give buyers the right, but not the obligation, to buy or sell an underlying asset at an agreed-upon price and date. When buying a call or put option your maximum risk is equal to the total premium paid (the option price). If the trade moves against you, your losses are limited to whatever you paid for the contract plus any trading fees. Options contracts can be complex and difficult to price. Investors should make sure they fully understand the potential risk before entering into an options position.

Unregulated investments - The Financial Conduct Authority does not regulate certain activities, including the buying and selling of commodities such as gold. This means that you will not have the protection of the Financial Ombudsman Service or the Financial Services Compensation Scheme.

Taxation – Profits from share dealing are a form of income and subject to taxation. Tax treatment depends on individual circumstances and may be subject to change.

Editors: Jim Rickards. Editors or contributors may have an interest in shares recommended. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Limited.

Full details of our complaints procedure, privacy policy and terms and conditions can be found at, www.southbankresearch.com.

Jim Rickards’ Strategic Intelligence UK PRO is published in the UK with licenced content from Paradigm Press LLC. It contains regulated content and is issued by Southbank Investment Research Limited.

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Southbank Investment Research Limited is authorised and regulated by the Financial Conduct Authority. FCA No 706697 https://register.fca.org.uk/

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