Decarbonomics
11 Jan 2022

The greenflation battle is just beginning

2022 is shaping up to be another pivotal year for global climate policy, but soaring energy prices and the clash of greenflation vs net-zero vows will keep policymakers in a tough spot. 

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Decarbonomics
24 Nov 2021

For global trade, disruption is the new normal

The decarbonization of heavy industry is approaching a tipping point that also entails a paradigm shift for global trade – a sea change from seven-and-a-half decades of multilateral trade policy and one that will raise DM-EM tensions.

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Decarbonomics
29 Nov 2021

Change is coming for industry sooner than you think

Global trade is in the midst of a paradigm shift that will drive tectonic changes ahead for high-emissions heavy industry, sped by the impending arrival of carbon border taxes. 

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Decarbonomics
17 Nov 2021

Voluntary carbon markets after COP26

We go long CBL Global Emissions Offsets futures (GEO) which allow for the delivery of CORSIA eligible voluntary carbon offset credits.

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Our Services
Linking macro to markets TS Lombard

Our Services

Our services allow us to be flexible in how we contribute to clients' investment processes. Half of the world's top 100 asset managers use our research​.

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Charts and Blogs
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Charts and Blogs

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.

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Track Record
TSLombard Black_Emblem

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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