Off-Consensus Views for 2026

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GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard

30 episodes

2 weeks ago

Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.

Investing

Business

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Investing

Business

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Off-Consensus Views for 2026

GlobalData TS Lombard: Perkins Vs Beamish

35 minutes 22 seconds

3 weeks ago

Off-Consensus Views for 2026

Growth and Inflation Acceleration far above consensus

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1. What did you make of the Fed decision - is it providing backdoor financing?

2. What are your big non-consensus ideas for 2026?

3. How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?