Keeping investors informed on capital markets
and events affecting investment strategies

Strategy Commentaries

Review each strategy’s performance and positioning during the quarter and near-term outlook. To view our latest commentaries please click the links below:


Quarterly Liquidity

Insights from our investment team on factors affecting recent market performance plus near-term outlook.


Money Moves Markets

Weekly blog by Simon Ward (Economist) on economic and monetary market developments.


Simon Ward
Economist & Investment Strategist

Simon joined the firm in 1994 from Lombard Street Research, one of the most prestigious analytical firms in London. Simon is chief economist and strategist producing liquidity and economic research and analysis.


After receiving his B.A., Economics, from Cambridge University in 1983, Simon went on to earn an M.Sc., Economics, and an M.Sc., Finance, from the University of London.


His forecasting process combines monetary and cycle analysis. Monetary trends signal the direction of the economy six to 12 months ahead; cycle analysis provides longer-term context and acts as a cross-check of the monetary signals.