ts lombard
London
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. 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. REQUEST A TRIAL 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 ā identifying the crucial turning
point in the cycle and calling the stock market bottom as recovery began. 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