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.
Growth of broad money M3 has unexpectedly rebounded but coming lending weakness and technical factors suggest a reversal, while narrow money trends continue to weaken, argues Simon Ward, Economic Adviser.
Cyclical equity market sectors have cheapened against defensive sectors (ex. energy) but monetary / economic conditions suggest that a major relative low is still quarters away, argues Simon Ward, Economic Adviser.
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