This letter is copied from a Twitter thread that was expanded and republished as an article in The Financial Times. This is an odd week in an odd year. Something important happened in Europe this week, and very few people care (even if they should). The key problem with…
By Jens Nordvig A couple of points about what I learnt about managing teams while working remote with the crew at Exante Data since early March. It is just my personal take, not an essay for Harvard Business Review. It is based on a twitter thread from April 25, with…
This letter draws on research previously published for Exante Data clients. It is meant to reach a broader audience as part of our COVID public service efforts (see link). As such, this letter can be forwarded and quoted. Social distancing works Since January, the team at Exante…
Since its founding in 2016, Exante Data has been focussed on serving the world’s most sophisticated investors. But 2020 has been no normal year. Since late January, we have increasingly directed our entire team effort on analyzing the evolution of COVID. Since epidemiology is not our core expertise, we have…
We normally get quoted in the financial press (Bloomberg, WSJ, Reuters, CNBC, FT etc). But our use of alternative data is now also attracting attention in the ‘tech press’. WIRED featured Exante Data in today’s piece about how alternative data is being used to get an edge in COVID analysis.…
Dear Friends and Colleagues It has been an extraordinary past month in global financial markets, and for Exante Data as well. We are writing today with an update, and with concern, as we are expecting a very significant escalation in reported COVID cases in the US in the period…
Since the shock from the coronavirus hit China, we have been tracking real time activity indicators. Our basic philosophy is the following: Given how severe the situation is, and given how lagged traditional macro indicators are, there is now considerable value in tracking alternative indicators. China’s policy response to the…
CLICK HERE to watch our Head of Asia Pacific, Grant Wilson on RealVision TV interview focused on Economic and Market Impact of the Coronavirus
We are pleased to announce our partnership with EPFR – the global industry leader in providing fund flows and allocation data to financial institutions. This collaboration bridges a gap for investors with global exposure by delivering Forex (FX) positioning indices and analysis driven by a unique dataset that captures global,…
We are excited to announce the launch of our partnership with EPFR – FX Flow Pulse. Join us in Boston on February 13th, for a panel discussion with Jens Nordvig, Brad Setser, Marnie Owen and Cameron Brandt. Key topics on the agenda as it stands: EUR and equity flows Coronavirus,…
Brad Setser’s work was quoted by the US Treasury in the offiical report released on January 14, 2020 (full quote below in blue). We are not sure a ‘private person’ has ever been named as a source before in that report, so we are a little impressed. Quote from Treasury…
Dear Friends and Colleagues, The year gone was a very eventful one for Exante Data Inc. On the people front, we added a number of strategic hires, including Alex Etra, Brad Setser, and Grant Wilson (our updated org chart is here) On the business front, we have…
Exante Data Inc. today announces that Mr Ankit Sahni is joining Element Capital Management, as Director within portfolio management. Jens Nordvig, Founder and CEO of Exante commented: “Ankit has made a significant contribution to Exante since our inception in 2016. It is a testament to his skill-set and insights that he would be sought…
Dear friends and colleagues, We are constantly adding new functionality to the Global Flow Analysis (GFA) platform. Two weeks ago we announced a new sophisticated model for predicting CTA flows (let us know if you want a recap). And this week, we are announcing that we have added a…
Dear Friends and Colleagues, We are constantly adding new data and product lines to our service. Today, we are pleased to announce the launch of a new quantitative tool. This tool allows clients to track and predict the behavior of certain systematic investors (known as CTAs). As they grow larger…
