In this week’s podcast Brewin Dolphin’s Head of Research, Guy Foster, speaks to Simon Ward, economic advisor to Janus Henderson and author of the moneymovesmarkets.com blog. Simon explains his approach to economic forecasting, how it differs from mainstream approaches and how it is particularly relevant for investment. Using his unique tool set Simon explains what he is seeing in the monetary tea leaves at the moment.
What direction will the next movement in activity levels take us in? When will the next turning point be? What factors are determining money supply and how will they impact markets? Simon also puts his monetary work in the context of the much debated business cycle by referencing different cycles within different parts of the economy. In what state are these different cycles and what do they tell us about the future performance of investments?