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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

13 Mar 2019 - Bo Zhuang

Daily Note: Change of view: Stable Yuan in 2019

  • Political considerations will shape the near-term Chinese currency outlook
  • Larger foreign portfolio inflows will support a stable yuan in 2019
  • But abandoning currency depreciation means other stimulus measures will have to be strengthened in order to stabilize growth later this year

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12 Mar 2019 - Steve Blitz

US Watch: Fed's "patience" being tested

  • Disinflationary trends evident in CPI data
  • Interplay of equities and household wealth slows retail spending
  • Pull-forward of end of QT tells us their patience for disinflation is short

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04 Mar 2019 - Jon Harrison

EM Watch: Conditions set for correction

  • Global: Valuation, positioning and risks ahead
  • China: Beijing to benefit from Korea gamble
  • Brazil: Data confirm weak cyclical recovery
  • India: Election: Nationalism vs economics
  • Russia: Local debt turning positive
  • Mexico: Business confidence rises despite clouds
  • Indonesia: Jokowi’s more realistic populism
  • Strategy: Asset allocation summary

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28 Feb 2019 - Konstantinos Venetis

Global Leading Indicators: Re-synchronising lower

  • World economy recoupling lower as the US and China ‘trade places’
  • China gradually turning the corner as the slowdown reaches US shores
  • Tentative signs of stabilisation point to better macro momentum in H2
  • Fed easing and Beijing stimulus could extend the global cycle
  • But those hoping for a swift 2017-style revival are likely to be disappointed

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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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