Simon Ward
Simon is a partner at NS Partners LLP and is Economic Adviser to Janus Henderson Investors in London, a role he has held since 2009. He previously worked at New Star Institutional Managers, Lombard Street Research and Bank Julius Baer. He has degrees in economics and finance from Cambridge University and Birkbeck College, London.
Articles Written
A “monetarist” perspective on current equity markets (October 2024)
Monetary analysis suggest global economic strength in the second half of 2025 and in 2026, although we may see a more difficult period first.
A “monetarist” perspective on current equity markets (July 2024)
Monetary analysis suggests a weakening economic outlook; however, a cyclical forecasting framework points to economic growth in H2 2025.
Assessing UK house price valuation: a real yield-based approach
Simon Ward, Economic Adviser, considers the prospects for housing prices over the next few years, arguing why investors should keep an eye on longer-term index-linked gilts as an indicator.
A “monetarist” perspective on current equity markets (Q2 2024)
Conflicting signals from cycle and monetary influences on the economy and asset prices suggest increased uncertainty for equity markets, explains Simon Ward, Economic Adviser.
A “monetarist” perspective on current equity markets
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.