With COP26 around the corner, explore our associated investment theme, Decarbonomics.

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Independent Economic and Investment Strategy Research

A coherent global view from diverse thought leaders. We take an eclectic approach to arrive at a coherent global view. Our strong, independent thinkers scan the horizon in different ways to identify and explore possible inflection points and emergent themes. One of our key themes is Decarbonomics - The economics and policy of reducing reliance on greenhouse gas (carbon) emissions in energy production, manufacturing, transportation and other sectors of the economy and the drive for green energy and net-zero emissions. Deep country knowledge and historical perspective are core to our process. Our thought leaders, global economists and country specialists come together to choose the right tools with which to explore the implications for individual countries and financial markets. The key to our approach is that we are led by the theme, not the tool. Request a trial to see our approach in action.

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30 year track record. We have a 30 year track record in making bold, off consensus-calls at major inflection points in economic, political and market cycles. For example, building on our global macro and financial analysis to find imbalances and fragilities, we identified the coming storm of the Global Financial Crisis – identifying the crucial turning point in the cycle and calling the stock market bottom as recovery began.

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TS Lombard: Combining Macro, Geopolitics and Investment Strategy

TS Lombard has a 30 year track record of bold and incisive analysis of Macro Research, Geopolitics Investment Research and Investment Strategy Research. This brief video explains how and why our research is unique.

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TS Lombard: Combining Macro, Geopolitics and Investment Strategy

Our Independent Research Services

Global Macro

Our Global Macro Research Service combines our broad global macro thematic analysis—horizon scanning to identify and explore emerging themes and their impact on countries and markets—with our deep economic and political insights into the major world economies and markets: the U.S., Europe and Asia (focus on China). Political insights are key to our research  process, and our global political drivers underpin our Global Macro Research Service.

China & Global EM

Our China and Global Emerging Markets Research Service provides the granular, local detail that EM-focussed investors need, with particular emphasis on China. Our in-country specialists provide regular detailed, on-the-ground analysis of the most important emerging markets as well as feeding back into our broad EM research process to produce EM thematic, market strategy and asset and country allocation recommendations.

Global Strategy

Our Global Strategy Research Service uses a markets lens to explore how our teams’ political and economic insights will impact markets globally. Our strategy research provides our clients with implications for asset allocation, investment positioning and portfolio risk management. Given their importance to our strategy research, this service also includes our proprietary economic indicators and flow of funds analysis. 

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Our Macro Research

14 Sep 2021 - Andrew Lawrence

Evergrande: Political puts

An Evergrande restructuring looks inevitable. It would be reasonable to expect Beijing to have a plan. If not, things could get messy.

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09 Sep 2021 - Oliver Brennan

The post-Covid economy

Fiscal dominance, capex focus and common prosperity are the new austerity

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09 Sep 2021 - Dario Perkins

Minsky moment for central banks

There is no prospect of repeating the Great Inflation. The bigger risk is central banks not holding their nerve.

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03 Sep 2021 - Jonathan Fenby

China: Major policy moves here to stay

The mantra of “Common prosperity for all”, proclaimed by Xi Jinping in more than 60 speeches this year, is an ideologically appropriate slogan for a Communist Party after decades of lop-sided growth and rising inequality.

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Giving Investors the Full Picture

TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

Giving Investors the Full Picture
Giving Investors the Full Picture
TS Lombard's is the only research that has helped me to achieve some understanding of the tectonic shifts in the global economy over the last thirty years.
Anna Gaworzewska, Head of Country Risk Economics, Lloyds Banking Group
Congratulations on your Fed call. A feather in your cap. We can always count on your team to make good calls ahead of consensus. That is really valuable to us and our clients. Thank you.
Richard Rock, Founder & Chief Investment Officer, The Caprock Group
I have been a subscriber for a very long time and have found TS Lombard to be very independent in their economic analysis and invariably correct in their surmise. Their articles are full of originality and always make me reassess my own views.
Ian Ling, Ashburton Investments and Private Investor

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of the Top 30

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308

clients worldwide

$75tn

AUM

managed by TS Lombard clients

30 years of forecasting success / Linking macro to markets / Bold actionable ideas

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