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.

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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 Dec 2018 - Dario Perkins

Macro Picture: Growth Scare

Global growth has slowed materially in 2018, contrary to consensus forecasts 12 months earlier. Three forces are to blame: (i) deteriorating financial conditions; (ii) Chinese policy tightening, and (iii) trade-war uncertainty. EMs have suffered most. While a global recession is unlikely, weak growth provides a choppy environment for markets in 2019.

28 Nov 2018 - Eleanor Olcott

China Watch: Tensions over technology at G20

White House opens up a new front in the trade war, dashing hopes of de-escalation at weekend Xi-Trump meeting
Administration takes three key moves to block development of China’s high-technology industry
Xi will fail to convince Trump China is opening up to foreigners

22 Nov 2018 - Konstantinos Venetis

Global Leading Indicators: Glass half-empty

World economy lacks impetus as DMs lose momentum
US economy set to slow in 2019
Germany under pressure as growth tailwinds recede
China on the back foot despite easier policy
Japan, Korea stuck in low gear
India on the mend but macro risks still elevated
Stagnant real wages complicate Australia's macro outlook
Brazil/Mexico looking for direction

09 Nov 2018 - Christopher Granville

Global Political Drivers: US vs China shifts to simmer

This week’s US election points to continued trade war with China
Trump’s random trade-war walk will come out on a more gentle pace of tariff escalation
Political and economic incentives for slower motion are reinforced by the interplay of parallel US agendas
Less RMB depreciation may now be needed

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