Giving investors the full pictureVideo Giving investors the full picture
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.

FIND OUT MORE
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.

FIND OUT MORE
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.

FIND OUT MORE

Sample Research

15 Jan 2019 - Christopher Granville

Daily Note: Battle of Brexit joined

  • Parliamentary defeat for May’s deal starts real Brexit options contest
  • Brexit day will slip beyond March; ‘no deal’ ever more reliably blocked
  • How to spot the winner: look to see which camp shifts fastest and smartest from game-of-chicken logic towards bold gambits

READ MORE
14 Jan 2019 - Rory Green

China Watch: China trade: Worse to come in Q1

  • Trade talks turning positive but export slowdown already baked-in
  • Lagged trade war effects and weak demand to weigh on Chinese trade
  • Disinflation risks rising fast, export prices to weaken

READ MORE
06 Jan 2019 - Steve Blitz

US Watch: Powell Flips the Script

  • Economics: Balance sheet in play
  • Markets: The Fed’s balance sheet in 2019
  • Politics: US-China trade talks resume

READ MORE
03 Jan 2019 - Dario Perkins

Macro Picture: Three themes for 2019

Consensus forecasts for 2019 are remarkably dull, with most of the sellside expecting a repeat of 2018: lower growth, slightly higher inflation and volatile (low return) financial markets. But with sentiment increasingly shaky, we discuss three themes that could shift this consensus – the Fed’s rate pause, global trade wars and Chinese policy stimulus.


READ MORE
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

READ MORE
TRACK RECORD

Track Record

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

READ MORE
PRESS

Press

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

READ MORE

Client Login


Don't have an account? CREATE YOUR ACCOUNT