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 (January 2025)
Global monetary trends suggest a soft H1 economy, a further fall in inflation and a neutral / negative “excess” money backdrop for markets.
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.
US profits revision suggesting weaker outlook
The big news in last week’s US GDP release was a huge downward revision to corporate profits growth in recent years.