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.
UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.
Chinese money trends are showing signs of improvement despite the real estate crisis while a US slowdown may extend as a reduction in monetary deficit financing is not fully offset by stronger bank lending, argues Simon Ward, Economic Adviser.