Macro, Geopolitics & Investment Intelligence
Testimonials
Over the years many clients and respected journalists have contributed testimonials concerning our work. Due to corporate policy some of the testimonials are anonymous. For access to our research please complete the Contact Us form.
“You always have been and remain such a wealth of information and insights. We are very appreciative of your time and views.”
Marius Oberholzer, Head of Absolute Returns Strategies, STANLIB, Johannesburg, South Africa
“Thumbs up to the TS Lombard team for your exceptional work.”
Zaher Elias Zaher, Director of Fixed Income Research, Oppenheimer Israel, Tel Aviv, Israel
“I think the coverage and the depth of analysis with regards to the coronavirus, both in China and Europe, has been excellent. I’ve found it extremely useful.”
Aaron Hussein, Economist, CBRE Ltd, London, United Kingdom
“I just finished reading your year-ahead piece. It is simply brilliant: comprehensive and accessible at the same time, had me feeling like all the necessary elements were touched on”.
Jan-Daan van Wyk, CFA, CIPM (Senior Analyst, Investment Management), Stonehage Fleming, Johannesburg, South Africa
“The work I think is the best on the street. Not an exaggeration. Form and substance, but substance above all.”
John Heffern, KCA/Princeton Advisors LLC, New Jersey, USA
“I have been a fan of Christopher Granville’s sharp insight and lively prose for far more than 30 years!”
Christopher Smart, Chief Global Strategist & Head of the Barings Investment Institute, Boston, USA
“Steve Blitz is a remarkable resource in understanding the nuanced yet volatile interactions among the Fed board, the global economic data and the Fed’s every evolving mandate in the era of Trump.”
Anoop Rathod, Founder & CEO, Fort Mercer Capital Management LLP, NY, USA
“TS Lombard’s is the only research that has helped me to achieve some understanding of the tectonic shifts in the global economy over the last thirty years.”
Anna Gaworzewska, Head of Country Risk Economics, Lloyds Banking Group, London, UK
“I have been a subscriber for a very long time and have found TS Lombard to be very independent in their economic analysis and invariably correct in their surmise. Their articles are full of originality and always make me reassess my own views.”
Ian Ling, Ashburton Investments and Private Investor, Jersey, UK
“We have utilized TS Lombard’s research for over 10 years. We find it independent, conservatively grounded and a refreshing viewpoint on both US economic activity and the world. We are especially grateful for the commentaries from Charles Dumas, Steve Blitz, Dario Perkins and Leigh Skene.”
Thomas H. Atteberry, Partner, First Pacific Advisors LP, Los Angeles, USA
“Congratulations on your Fed call. A feather in your cap. We can always count on your team to make good calls ahead of consensus. That is really valuable to us and our clients. Thank you.”
Richard Rock, Founder & Chief Investment Officer, The Caprock Group, San Jose, USA
“I really appreciate the timely insights with a broader view on what’s ahead for markets while investors are all wrapped up in parsing the direct immediate effects of tariffs.”
A global market strategist at a major global asset manager with $2trn AUM
“We consider Mr Blitz to be one of the best Fed callers in the marketplace.”
Portfolio Manager, Fixed Income – Rates & Emerging Markets, KBC Asset Management NV
“Your research always give me a different perspective on the market.”
Tomoaki Shintani, Fukoku Life International (U.K.) Ltd.
“Steve Blitz consistently provides informed and insightful observations to our readers at TheStreet on the economy and the Federal Reserve, and he is especially good at dissecting the relationship between politics and policy on financial matters like tax and trade.”
Brad Keoun, The Street, Austin, Texas
“I find all the research intellectually nutritious.”
Neal Kimberley, South China Morning Post, Hong Kong
“Great note this morning. Really made me rethink Fed’s approach to both fed funds and the balance sheet unwind.”
Tim Quinlan, Senior Economist, Wells Fargo Securities, Charlotte, NC, USA
“LSR’s team never tells us what we want to hear, they tell us what they believe is true and defend it with robust analysis and a wealth of experience. Over the last few years we have benefited from some exceptional calls. If LSR do as well over the next 25 years as they have over the last then they will have very many happy clients”.
Gary Reynolds, Chief Investment Officer, Courtiers Asset Management, London, UK
“Lombard Street provides us with the insights and analysis that go deeper than the superficial commentary on economic data that is the norm in the market place. This is the edge we are looking for”.
Matthew Hunt, Investment Manager & Branch Principal, Prospect Wealth, London, UK
“In a fast food world of real time information, 24 hour news, and Tweets, LSR is the slow-cooked meal which keeps our thinking fit and healthy”.
Henry Maxey, CEO & Chief Investment Officer, Ruffer, London, UK
“Of all the research I read, Lombard Street has in my view been the most accurate, timely and forward-looking when it comes to developments in China”
Michael Cembalest, Chairman of Market and Investment Strategy, JP Morgan Asset Management, New York, US
“TS Lombard is consistently thoughtful, provocative and ahead of the game”.
John Plender, Senior Editorial Writer & Columnist, The Financial Times, London, UK
“Lombard Street Research has had a differentiated view on China and Japan for several years and their insights are worth incorporating into your global macro thinking”.
David Aaron, Chief Investment Officer, Executive Monetary Management, New York, US
“TS Lombard has produced some of the most sophisticated work that I have come across on monetary policy in the EM space lately”.
Abishek Gon, Economist, Amundi, London, UK
“Charles Dumas of Lombard Street Research . . . one of the few truly original thinkers about the economy and markets”.
Randall W Forsyth, Barron’s, New York, US
“It is refreshing seeing people mince no words and have great intellect. Looking forward to more iconoclastic pieces from you and your team!”
Maximilian Sfetcu, Merrill Lynch, New York, US
“In my 10 years of reading and following China, Bo Zhuang is the best and most insightful analyst I have ever met/read/followed. His non-standard approach is spot on”.
Director, Fixed Income, Asset Management firm running $276bn, London, UK
“Lombard Street Research has been bearish on the global economy in recent times. The trouble with Lombard Street Research is that they are usually right”.
Patrick Groenendijk, Chief Investment Officer, Pensioenfonds Vervoer, Chicago. US
“Lombard Street Research and Trusted Sources – both are always interesting, always thoughtful, always worth reading”.
Hamish McCrae, The Independent, London, UK
“Charles Dumas has been more right than just about anyone”.
Senior Portfolio Strategist, Macro Hedge Fund, Boston, US
“Lombard gives me a much needed perspective on underlying trends and points out different routes into the future worldwide so much so that having subscribed to it for thirty odd years during my full time career I have kept it on in my retirement. I particularly value messrs Dumas and Skene’s insights”.
Nigel McNair-Scott, Former Non-Executive Chairman, Helical Bar, London, UK
“Lombard Street Research provides non-consensus analysis with a different spin that makes us take a look at our investment thesis from different angles. Their researchers have a deep understanding of fundamental economics and their inferences are always very thought-provoking”.
Alain Hung, Associate Director, Wisconsin Alumni Research Foundation, Wsconsin, US
“I have appreciated Lombard Street Research’s sharp and incisive commentary on economic developments for some years”.
Paul Skinner, Chairman, Rio Tinto plc, London, UK
“One of the City’s most interesting teams of analysts is fielded by Lombard Street Research. It has a high hit rate in forecasting and originality”.
The Times, London, UK
“Amid all the noise from the markets, Lombard Street Research stands out by providing investors with forward-looking insight not backward-looking information. No one connects the global dots better than Lombard”.
Joseph Quinlan, Chief Market Strategist, Bank of America Private Wealth Management, New York, US
“We are pleased to announce that we have employed the services of Lombard Street Research to provide Credo with global economic views and asset allocation expertise. With an impeccable track record, LSR are rated as one of the foremost independent research houses in the UK… They employ some of the best economic brains in the industry and we are privileged to have them as our service provider”.
Credo Capital, London, UK
“Lombard Street Research is an outstanding provider of independent, incisive, intelligent and relevant research. I thoroughly recommend their service”.
Richard Staveley, Fund Manager & Analyst, Majedie Asset Management, London, UK
“Helpful, concise, to the point and effective in making an investment case for us”.
Luca Bindelli, Deputy Head – Investment Strategy, Credit Suisse, London, UK
“Sometimes very controversial, often bold in their predictions and always worth listening to, I find them stimulating and more useful than most of the sell-side product”.
Robert Talbut, Chief Investment Officer, Royal London Asset Management, London, UK
“When we get big macro calls right, I sometimes wonder if clients take note. Charles Dumas nailed the issue of the US output gap and the rally on the 30yr. Great work!”
Paul Podolsky, Chief FX Strategist, Fleet Boston Financial, Boston, US
“We are very happy customers. We love your work”.
Mark Sheppard, Midas Investment Management, London, UK
“Hugely well-written and useful research”
Michael Hunter, The Financial Times, London, UK
“Your commentary has been invaluable to us, consistently intelligent and informative advice”.
Michael Jameson-Till, Investec Bank, London, UK
“Lombard Street Research were the only major forecaster to predict correctly rapid UK house price inflation of almost 10% in 2006”.
Ed Conway, The Daily Telegraph, London, UK
“Lombard Street Research consistently makes good calls on the market”.
Steve Bell, Deutsche Bank, London, UK
“Management Today has identified the 10 best and worst forecasters for the UK economy … Top of the pile comes Lombard Street Research”.
Management Today, London, UK
“Lombard Street Research take a unique approach. Their research is excellent and insightful”.
Gerard Lyons, Chief Economic Advisor to the Mayor of London, London, UK
“I have appreciated Lombard Street Research’s sharp and incisive commentary on economic developments for some years”.
Paul Skinner, Chairman, Rio Tinto plc, London, UK
“Every day I start my work reading Lombard Street Research. It’s the “first” and “must be” reading. Doesn’t matter if I agree with you or I don’t”.
Frantisek Hajnovic, National Bank of Slovakia, Slovakia
“As an investment manager the reasons for reading Lombard Street Research are: 1) their impartiality, 2) their reports are timely and readable on a day to day basis, 3) their courage to make aggressive forecasts based on technical competence and a healthy measure of canniness and common sense, 4) their success which is a function of experience, quality of personnel and an open and questioning environment”.
Peter Holland, Senior Investment Consultant, Fidelity Investments, London, UK
“We think you do a terrific job”.
Director of Fixed Income, $7bn Wealth Management Group, San Francisco, US
“TS Lombard has an excellent team”.
Chris Buckley, Beijing Correspondent, The New York Times, Hong Kong
“TS Lombard’s research is invariably clear, insightful and timely”.
James Grant, Founder, Grant’s Interest Rate Observer, London, UK
“For me the outstanding feature is linking Macro to the Markets – which is where we all ultimately have to make the decisions”.
Eugene Kiernan, Head of Investment Strategy, Appian Asset Management, Dublin, Ireland
“Charles Dumas of Lombard Street Research is widely acknowledged as Britain’s most accurate and respected economics forecaster”.
The Mail On Sunday, London, UK
“I always like hearing Charles speak. More often than not, he is the calm voice of empirical reason in a world dominated by flashy news headlines”.
Ashwin Bulchandani, Chief Risk Office, Matlin Patterson, New York, US
“Lombard Street Research predicted all the major turning points of the economic cycle over the past decade. Miles ahead of the competition in lucidity and clarity of insight”.
Anthony Hilton, City Editor, Evening Standard, London, UK
“I have attended/endured many economics briefings over the years. I thought that the session yesterday was one of the very best”.
Harry Morgan, Director of Investment Managment, Tilney Investment Management, Edinburgh, UK
Our Services
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. READ MORE Charts and Blogs
