Mexico, Thailand, and Other Countries Have Been Hit Hard by Covid-19. How to Invest in Their Recovery.

Text size

Jens Nordvig

Founder, Exante Data
New York

Once the head of fixed-income research at Nomura, where he was also a top currency strategist, Jens Nordvig, 46, left the Japanese bank to found Exante Data in 2016. As its name suggests, Exante uses data sources—many untraditional—to help forecast economic and financial conditions. It was this focus on data that helped the firm see just how big a problem Covid-19 would be—and how to navigate it.

Barron’s: How worried should investors be about the spike in Covid cases in the U.S.?

Jens Nordvig: When I look at the parts of the U.S. that matter from an economic perspective, a lot have taken action that will be sufficient to slow the…