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

Will Truss largesse reverse dangerously weak UK money trends?

Will Truss largesse reverse dangerously weak UK money trends?

The Bank of England should wait to assess the monetary implications of fiscal loosening before responding with further tightening, argues Simon Ward, Economic Adviser.

Cyclical sectors still vulnerable

Cyclical sectors still vulnerable

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.

Chinese money update: net improvement

Chinese money update: net improvement

Monetary trends cast doubt on consensus pessimism about economic prospects, argues Simon Ward, Economic Adviser.

Is the high yield rally sustainable?

Is the high yield rally sustainable?

Several indicators suggest further credit market turbulence ahead, argues Simon Ward, Economic Adviser.

US banks signalling H2 credit crunch
Features & Outlooks

US banks signalling H2 credit crunch

Actual and expected credit tightening is consistent with a recessionary scenario, argues Simon Ward, Economic Adviser.

Global money trends signalling policy overkill
Features & Outlooks

Global money trends signalling policy overkill

June money data confirm a grim economic outlook and rising medium-term deflation risk, argues Simon Ward, Economic Adviser.

Recessionary dynamics
Features & Outlooks

Recessionary dynamics

The consensus was complacent about recession risk and is now underestimating its likely severity, argues Simon Ward, Economic Adviser.

Chinese money update: recovery on track but further easing needed
Features & Outlooks

Chinese money update: recovery on track but further easing needed

Chinese money trends continue to improve but aren’t strong enough to insulate the economy from global economic weakness, argues Simon Ward, Economic Adviser.

A “monetarist” perspective on current equity markets – July 2022
Features & Outlooks

A “monetarist” perspective on current equity markets – July 2022

Economic prospects are grim but inflation relief is on the horizon and the monetary backdrop for markets is likely to improve during H2, argues Simon Ward, Economic Adviser.

Eurozone money update: from bad to worse
Features & Outlooks

Eurozone money update: from bad to worse

Monetary trends are signalling a major recession and 2023-24 inflation reversal, warranting a halt to ECB tightening plans, argues Simon Ward, Economic Adviser.

“Excess savings” won’t rescue UK consumption
Features & Outlooks

“Excess savings” won’t rescue UK consumption

High inflation has eroded the spending power of money balances built up during the pandemic, argues Simon Ward, Economic Adviser.

More recession-consistent US data
Features & Outlooks

More recession-consistent US data

The recent pace of decline of the OECD’s reliable US leading indicator is on a par with prior downturns, argues Simon Ward, Economic Adviser.