GlobalData TS Lombard: Perkins Vs Beamish
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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 7, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 17, 2026
Latest episodes
Can Warsh Save the Bond Market? (opens the original)
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Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: The September FOMC - hike or no hike? What do you make of the recent selloff in bonds? At what level will yields start to damage equities? How do you assess growth prospects outside the US? Are you still bullish Europe? Worried about Japan? What about China - recent data have been weak TS Lombard Summit: Markets in an Age of Permanent R
A Kick in the Face to End the Cycle (opens the original)
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Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: Busy week of central bank meetings - what were the takeaways? What does a world without forward guidance look like When will this cycle end?
Warsh: A Sock Puppet No More (opens the original)
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Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: Are Fed hikes still a possibility given the latest data? AI stocks look jittery - are we close to the end of the boom? Is it time to turn bullish on UK bonds and equities?
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