Vanda

Vanda is an independent research house that specializes in delivering highly tactical macro strategy analysis to institutional investors. Our comprehensive approach combines cross-asset and cross-geography perspectives, integrating investor positioning, expectations, and mass-market psychology. We provide first-class macro insights within a 0–3-month time horizon, utilizing a unique blend of alternative high-frequency macro data and positioning analysis. By examining where the market is stretched and identifying the key players, we predict upcoming economic data releases or policy announcements that will expose the crowded narrative as stale. This approach allows us to create trading opportunities for our clients. Our recommendations are grounded in the analysis of positioning and flow data, ensuring that they are backed by thorough research. At Vanda, our esteemed team of experts brings extensive experience in cross-asset research, along with a deep understanding of risk allocation from both the sell-side and buy-side perspectives. We pride ourselves on being a trusted provider of tactical cross-asset research and trade ideas tailored specifically for institutional investors. With strategically located offices in New York, London and Singapore, we operate seamlessly around the clock. This enables us to offer real-time trading and risk perspectives, ensuring our clientele has access to timely and accurate information at any given moment. We are committed to delivering concise and actionable macroeconomic and investment strategy analysis, providing our clients with a competitive edge in the market. To view our disclaimer, visit: