April 15, 2018 Dear Friends and Colleagues, Last week, we hosted our second Capital Flow Round-table at the Harvard Club in NY, to discuss major emerging market themes with clients and special guests (Tony Volpon, Eric Baurmeister and Craig Feldman). Beyond a broad conversation about EM as an asset class, the…
Jens Nordvig spoke on Bloomberg TV about Brexit, the need for fiscal capacity in the Eurozone (in the context of his book on the topic), and the systemic contagion risk after Brexit.
Jens Nordvig discusses emerging markets with Yahoo Finance’s Julie Hyman and Brian Sozzi in his first television interview with Yahoo Finance Two short segments discussed were: 1) On the EM signals we are getting from our EM flow analysis and 2) what to look for on the US-China trade deal…
New York, November 21, 2018 Dear Friends and Colleagues, The holistic angle to capital flow analysis is a cornerstone of our approach at Exante Data. To that end, yesterday we hosted a capital flow focused round table in New York, with participation of institutional investors, global banks, as well as…
New York, September 4, 2018 Dear Friends and Colleagues, Exante Data LLC was founded 3 years ago, in a ‘broom closet’ . But a lot has changed since then: Our client list has expanded to include a number of the world’s most high profile asset managers. In 2018, we added a new segment of…
New York, September 4, 2018 Dear Friends and Colleagues, Socialism means something different in different countries and at different times. In the Soviet Union, various forms of economic socialism meant that the government directed (and largely owned) all production infrastructure; and that price mechanisms had been disabled in many important…
New York, June 4, 2018 Dear Friends and Colleagues, I was recently invited to speak at a conference in New York, on the use of advanced data and analytics in the investment management industry. An abridged version of the presentation is here, but a brief summary is below. We are in…
New York, May 3, 2018 Dear Friends and Colleagues, Last year, I was on a conference call with an old contact who manages a fast-growing global portfolio. We were both glad to reconnect, after losing touch for a little while. And I was excited to show the analytic platform we…
March 8, 2018 Dear Friends and Colleagues, US Commerce Secretary Wilbur Ross was on TV over the weekend. He was holding a can of Campbell’s Soup (watch here) in front of the camera and arguing that the new US tariffs on steel and aluminum would only add less than a penny to the cost of the…
New York, January 5, 2018 Dear Friends and Colleagues, Anniversaries are a good a time for reflection, as well as planning ahead — to map out where we have come from and where we are headed. On our 2-year anniversary, I would like to share some of those thoughts. Since…
New York, November 6, 2017 Dear Friends and Colleagues, We are excited to announce that Wouter Jongbloed will be joining Exante Advisors in a full-time capacity in December. Wouter has recently completed a Ph.D in Law and Economics with Professor Joseph E. Stiglitz (and no less than 4 other advisors)…
New York, September 22, 2017 Dear Friends and Colleagues, A month ago, I suggested to Web Begole, who manages Exante’s IT systems, to write down his thoughts on cryptocurrencies. Web has followed the space closely for years and I thought it was natural for us to comment on the topic, especially…
