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Jon Harrison

Jon joined TS Lombard in May 2014 as a senior Macro Strategist in the EM Macro Strategy team to deepen coverage in the FX, fixed income and credit markets. Jon brings a wealth of strategy experience backed by quantitative skills. His mandate at TS Lombard includes driving the formalisation of the process of translating views on the political economy into market strategy and investment conclusions. Jon has an M.Sc. Finance from University of London and is a CFA charterholder. In many years of experience as an Emerging Market Strategist, he has covered FX, fixed income and credit at Deutsche Bank and Dresdner Kleinwort. Immediately before joining TS Lombard, he spent four years at Commerzbank as a salesperson in their EM/FX Sales team covering hedge funds and asset managers where he gained a different perspective on the asset management business while continuing to engage with all aspects of research and leveraging his previous strategy experience. At TS Lombard, Jon has produced strategy publications on top down themes across all asset classes and also on specific market views. Jon is responsible for our weekly EM Watch publication, in which he writes on global themes relevant to emerging markets and produces market strategy analysis supporting our asset allocation and high-conviction views; as well as editing contributions from our in-country specialists analysing the implications of key fundamental developments. He also contributes to our flagship EM Strategy Monthly publication and to our fundamental guide to emerging markets: The GRID.
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Recent Posts

EM: Vaccine rotation impact

17 Nov 2020 - Jon Harrison

The prospect of a vaccine will drive a rotation to underperforming EM assets at the expense of outperformers. EM exporters will benefit from rising global growth, while growing inflationary pressures will shift the.

#Emerging Markets #Vaccine

Emerging Markets in 6 Charts

09 Nov 2020 - Jon Harrison

The outcome of the US election is important for EM economies, but domestic policy challenges in EM themselves will continue to dominate. Secular trends will remain in place, including: US-China tensions, decline of.

#Trade War #Emerging Markets #Fiscal Policy

Emerging Markets: The coming growth collapse

28 Apr 2020 - Jon Harrison

Some EM lockdowns are starting to ease. Many EM economies are now 3-4 weeks into restrictive measures and progress is seemingly being made on flattening the curve. Thoughts are turning to the exit strategy. India and.

#Emerging Markets #Covid19



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