Vanda combines proprietary positioning and flow data with tactical macro intelligence to help investment professionals see where risk is building, where consensus is stretched and where opportunities may be emerging before the market shifts.
Vanda Analytics
Access Vanda’s data, research and market intelligence in one customizable environment. Move from signal to interpretation, build views around your own investment process and monitor the markets, portfolios and themes that matter to you.
Start with Vanda-curated positioning and flow dashboards across asset classes.
Create personalized Launchpads around markets, portfolios and investment theses.
Track important changes in positioning, flows and market intelligence through configurable alerts.
Use AI-powered search to interrogate the Vanda data and research available to you.
Price tells you where the market is. Positioning helps you understand how much of the prevailing view is already expressed, where vulnerabilities are building and where the next imbalance may emerge.
Understand how investor groups are positioned and where consensus is becoming stretched.
Identify crowding, market extremes and positioning vulnerabilities before they become disorderly moves.
Find markets where positioning has cleared, sentiment is extreme or consensus may be vulnerable to reversal.
Connect positioning and flows with macro, policy and market catalysts to sharpen decisions and trade timing.
Intelligence for every stage of the investment process.
Proprietary datasets that reveal positioning, flows and market behavior.
High-frequency intelligence into US retail investor flows and positioning across all listed stocks and ETFs.
Cross-asset positioning intelligence designed to show how capital is positioned across global markets.
Macro, capital flow and market datasets designed to help investors understand the structural forces shaping markets.
Independent interpretation that connects the data with the macro environment and the catalysts capable of changing the setup.
Understand the macro regime, where it is changing and what those changes could mean across markets.
Understand how capital is positioned today, where pressure points are developing and what is most likely to move next.
Systematic frameworks for tracking the themes, regimes and market signals shaping the investment environment.
Direct access to Vanda strategists to interrogate the data, test views and apply our intelligence to live investment decisions.
Connect directly with Vanda's analysts and strategists through the workflow your desk already uses.
Focused discussions around portfolios, market positioning, catalysts, risks and investment opportunities.
Vanda operates from London, New York and Singapore, giving clients access to our people and intelligence across major market time zones.
“Positioning is an invaluable variable that is accretive to my existing risk decisions. To beat markets, I have to understand what they're already expecting.”
“Vanda helps me sanity check my ideas to make sure I'm not in the consensus.”
“I believe your research is exceedingly good, very tactical, trade oriented and has actionable intelligence.”
Latest insights
Explore the latest positioning, flow and tactical macro insights and commentary from Vanda.
By Vanda Research
Vanda's Alex Etra and CFR's Brad Setser examine de-dollarization, shifting sovereign capital flows and what they mean for global demand for US assets.
By Vanda Research
Vanda co-founder Eric Liu joins Schwab’s On Investing to discuss investor positioning, capital flows and the forces shaping today’s markets.
By Vanda Research
Vanda Analytics is now live, bringing Vanda's positioning, flow and tactical macro data, analytics and insights into a single, unified platform.
Human intelligence remains at the center of Vanda. Our strategists, economists and market practitioners combine quantitative signals with judgment shaped by experience of how positioning interacts with macro conditions, catalysts and changing investor behavior.
Data-led. Human-interpreted. Actionable by design.
Eric Liu
Co-Founder & Head of Equity Research
Jens Nordvig
Co-Founder, President & Head of Macro Research
Alex Etra
Senior Macro Strategist & Head of Flow of Funds
Chris Marsh
Chief Economist
Richard Iley
Senior Strategist, Research
Jai Malhi
Senior Strategist, Research
Understand where capital is positioned, what is driving markets and where the setup may be becoming vulnerable. Vanda gives investors the clarity, timing and conviction to act before consensus shifts.
