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…
CLICK HERE FOR MORE…
July 25, 2017 There is a big debate happening about the changing structure of markets. The role of passive investors and the increasing importance of data-driven investments are getting a lot of attention, and for good reasons. These are topics that we think about every day, as we try to build datasets…
Jens Nordvig, discusses the impact of Brexit on the pound with Bloomberg’s Julia Chatterley, Joe Weisenthal and Scarlet Fu on “What’d You Miss?”
June 7, 2017 Let me start with an anecdote from many years ago. Back in 2008, I was a speaker on a panel at the Milken conference in Los Angeles. The topic was the dollar. I argued that one of the forces driving the dollar was a shift in capital…
April 19, 2017 The French presidential election on 23 April is going to be a nail-biter. It is already captivating the media and putting markets on edge. There are four candidates with a legitimate chance of making it to the second round, and there is even a possibility that the two extreme candidates,…
New York, March 8, 2017 Dear Friends and Colleagues, Evil spirits have again laid siege to the European continent. Based on the economic data, which is the strongest in more than five years, it should be a time of optimism and hope. But political uncertainty is dominating, and markets are clearly…
February 6, 2017 The mission of Exante Data™ is to provide better answers to key macro questions through superior data and analytics. Over the last several years, one of the key global macro uncertainties has been China. The trajectory of China’s economy is probably the single biggest driver of global growth.…
New York, January 9, 2017 Dear Friends and Colleagues, We have gotten used to certain questions having simple answers. But times are changing. A lot of questions that seemed simple up until very recently; now have very complex answers. Three examples: For the past 15 years (since Argentina defaulted in…
Jens Nordvig discusses the moves in the U.S. dollar since the election and what could happen with the greenback in the trump administration.
