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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

Lawrence Brainard

Larry has more than 35 years’ experience as an international economist and investment strategist working for major global financial institutions. Larry was a co-founder of Trusted Sources in 2007. He looks at cross-EM and macro strategy themes, identifying major global trends that originate in and/or impact on emerging economies. He was co-head of Emerging Debt Markets at Goldman Sachs before becoming global head of Emerging Market Research at Chase Manhattan Bank. During the 1980s he was the head of economic committees responsible for advising creditor banks on restructuring the sovereign debt of Mexico, Brazil, Poland, Yugoslavia and Nigeria. Throughout his career Larry has focused on emerging markets, especially Brazil, China and Russia. He received a PhD in economics from the University of Chicago.

Recent Posts

China outperformance to continue

08 Oct 2020 - Lawrence Brainard

Equites are volatile globally but China is a big outperformer. Looking at rising equity volatilities, we conclude that markets are not ignoring downside risks; the point is that right now, the upside potential and.

#Equities #China #Emerging Markets #MSCI

Amid US election chaos and second wave fears, it’s time for caution

06 Oct 2020 - Lawrence Brainard

Most EM equity markets are trading well below their January highs, which suggests recovery potential, but we believe that now is not the time to increase exposures. Our reasons do not reflect a strong conviction that EM.

#Emerging Markets



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Track Record

Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.



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