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29 years of forecasting successVideo 29 years of forecasting success
Linking macro to marketsVideo Linking macro to markets
Bold actionable ideasVideo Bold actionable ideas

TS Lombard

TS Lombard is a globally renowned independent research provider with a formidable 29 year track record in providing actionable investment ideas driven by unique understanding of economics, politics and markets. Our economic and political analysis drives our asset allocation recommendations which are both strategic and tactical. We also provide thematic equity calls through TS Lombard Research Partners. TS Lombard was formed through the merger of Lombard Street Research and Trusted Sources in August 2016. The merger has brought together two of the leading, and longest established, IRPs to create a unique offering combining best-in-breed macroeconomic forecasting and political and policy analysis. The group has a team of 25 analysts and strategists across offices in London, New York, Hong Kong, Beijing, Sao Paulo and New Delhi.

ECONOMICS

Through our analysis of the forces that drive economics at the global, regional and country level, we have a joined-up picture of the world economy and a deeper understanding of the countries that investors care about. This gives us a unique perspective that allows us to present courageous, fresh, long-term thinking and forecasting with high conviction.

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POLITICS

With political drivers and government policy playing an increasingly significant role in determining economic and market outcomes, our world-wide team of political analysts are able to provide critical, timely insights into political shocks and policy developments that will influence investment performance – both regionally and globally.

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MARKETS

Using the wealth of macro economic, policy, and global political insight at our disposal, our team of strategists are able to provide actionable, unbiased advice on asset allocation, investment positioning and portfolio risk management.

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Sample Research

13 Nov 2018 - Jon Harrison

Daily Note: RMB depreciation: Tariffs & timing

  • A slow motion Trade War has implications for the renminbi
  • China will be better placed to weather tariffs after Q1
  • Supply chains will adjust to limit the impact on trade

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07 Nov 2018 - Dario perkins

Daily Note: The 'Buyside bubble'

  • Global markets have experienced a long sequence of bubbles since the 80s
  • Policymakers becoming increasingly anxious about corporate debt markets
  • Could it be the ‘buyside’ rather than the ‘sellside’ that prompts the next crash?

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29 Oct 2018 - Elizabeth Johnson

Brazil: Election opens door for further reform

Bolsonaro will now face the difficult task of convincing the fragmented legislature to approve unpopular reforms


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25 Oct 2018 - Larry Brainard

Beijing views on Yuan devaluation

Trade war prompts yuan devaluation as Japanese business look to China for opportunities


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VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

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TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

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