K for now, synchronized later

Download our report by Andrea Cicione "K for now, synchronized later"

Is consensus making you nervous? We look at the main risks for 2021 and the top questions investors are asking.

A rapid, post-Covid recovery is our call for 2021, once the vaccines have taken hold. Goldilocks rules for China, US and Europe in 2021: growth with low inflation, owing to the normal lag of inflation to real growth.

Strategy
Andrea Cicione

Andrea Cicione

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Andrea joined TS Lombard in August 2012 and is currently Head of Strategy. He concentrates on providing advice on medium-term asset allocation as well as developing tactical investment and trading ideas. His main focus is cross-asset macro strategy, with a particular emphasis on the global fixed income and equity markets.

Andrea spent over ten years in financial markets on both the buy and sell side and his experience covers corporate bonds, credit derivatives and equities.

Our Services
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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​.

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Charts and Blogs
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Charts and Blogs

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.

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Track Record
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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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