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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

30 Jan 2019 - Oliver Brennan

Macro Strategy: Get ready for TLTROs

  • ECB finally acknowledges downside risks to growth
  • We expect a new round of policy easing in March: TLTROs
  • Italian banks most reliant on TLTRO funding: we buy BTPs vs OATs and buy FTSE MIB vs CAC

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23 Jan 2019 - Andrea Cicione

Daily Note: Where are we in the credit cycle?

  • Timing the cycle is paramount to producing good credit returns
  • Our credit cycle framework indicates we are in the ‘slowdown’ stage
  • This is when returns for credit investors tend to be the worst

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21 Jan 2019 - Jon Harrison

EM Watch: Trouble ahead

  • Global: China threat to outweigh positive drivers
  • China: Trade war and tech cycle losers
  • Brazil: It’s reform time
  • India: Bankruptcy law falls short of expectations
  • Russia: Improving rates outlook
  • Mexico: New farm policy unveiled
  • Turkey: Fiscal discipline is being eroded
  • Thailand: Election optimism to boost markets

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20 Jan 2019 - Steve Blitz

US Watch: Following the money

  • Economics: Asset prices matter
  • Markets: Pricing far from settled
  • Politics: US-China trade settling on politics first

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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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