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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

Assessing UK house price valuation: a real yield-based approach
Timely & Topical

Assessing UK house price valuation: a real yield-based approach

Simon Ward, Economic Adviser, considers the prospects for housing prices over the next few years, arguing why investors should keep an eye on longer-term index-linked gilts as an indicator.

A “monetarist” perspective on current equity markets (Q2 2024)
Timely & Topical

A “monetarist” perspective on current equity markets (Q2 2024)

Conflicting signals from cycle and monetary influences on the economy and asset prices suggest increased uncertainty for equity markets, explains Simon Ward, Economic Adviser.

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

A “monetarist” perspective on current equity markets

Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.

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.

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.

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.

Stockbuilding data add to recession concerns
Features & Outlooks

Stockbuilding data add to recession concerns

G7 stockbuilding rose to a joint record share of GDP in Q1 and a prospective normalisation will act as a major drag on global growth, argues Simon Ward, Economic Adviser.

More recessionary monetary news
Features & Outlooks

More recessionary monetary news

Sharp slowdowns in nominal money growth in the US / Eurozone suggest that a real money squeeze will extend despite a likely pullback in CPI momentum, argues Simon Ward, Economic Adviser.

Why has US money growth slowed?
Features & Outlooks

Why has US money growth slowed?

Treasury “overfunding” of the federal deficit has been a major drag on US money growth but a coming reversal will be offset by Fed QT and a slowdown in bank lending, argues Simon Ward, Economic Adviser.