For financial professionals in Norway

Simon Ward

Economic Adviser

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 2021
Global Perspectives

A “monetarist” perspective on current equity markets – October 2021

“Stagflation” concerns are likely to persist into 2022, while investors should keep a close eye on Chinese monetary trends and G7 bank lending, argues Simon Ward, Economic Adviser.

Fade the PMI bounce
Global Perspectives

Fade the PMI bounce

Better September PMI results are unlikely to mark a reacceleration point for global growth, argues Simon Ward, Economic Adviser.

Fed tapering: why the 2013-14 playbook could be misleading
Global Perspectives

Fed tapering: why the 2013-14 playbook could be misleading

The initial market response to the Fed’s tapering signal recalls 2013-14 but the global economic backdrop is weaker now than then, argues Simon Ward, Economic Adviser.

Global earnings momentum fading before Evergrande
Global Perspectives

Global earnings momentum fading before Evergrande

The Evergrande crisis could add to cyclical headwinds but a global industrial / earnings slowdown was already under way, argues Simon Ward, Economic Adviser.

Is UK money growth normalising?
Global Perspectives

Is UK money growth normalising?

The Bank of England bears significant responsibility for the current inflation upsurge but a sharp policy reversal could compound the error, argues Simon Ward, Economic Adviser.

No recovery in global money growth in August
Global Perspectives

No recovery in global money growth in August

Monetary trends have yet to signal an end to the current economic slowdown phase, argues Simon Ward, Economic Adviser.

Why has the UK RPI / CPI inflation gap surged?
Global Perspectives

Why has the UK RPI / CPI inflation gap surged?

The retail prices index is giving a more worrying message about inflationary pressures because it incorporates house prices and has been less affected by changes in basket weights, argues Simon Ward, Economic Adviser.

Disappointing July money data
Global Perspectives

Disappointing July money data

Global money growth failed to revive last month, suggesting that an expected H2 economic slowdown will extend into early 2022, argues Simon Ward, Economic Adviser.

Global money trends at critical juncture
Global Perspectives

Global money trends at critical juncture

Q3 monetary data will be key for assessing whether a likely near-term global industrial slowdown represents a temporary pause of the beginning of a larger downswing, argues Simon Ward, Economic Adviser.

Global slowdown on track, is real money growth bottoming?

Global slowdown on track, is real money growth bottoming?

Economic growth is likely to disappoint in H2 2021 but Chinese policy easing could contribute to a recovery in global real money expansion, improving prospects for H1 2022, argues Simon Ward, Economic Adviser.

A “monetarist” perspective on current equity markets – July 2021

A “monetarist” perspective on current equity markets – July 2021

Global monetary data surprised negatively in Q2, suggesting dimming economic prospects unless China eases soon, argues Simon Ward, Economic Adviser.

UK inflation forecast update: more upside surprises in H2

UK inflation forecast update: more upside surprises in H2

The Bank of England is facing an inflation headache despite help from a basket reweighting distortion, argues Simon Ward, Economic Adviser.