Leading Indicators 4.0 - VP Thematic
- Leading indicators (LEIs) have been at the heart of Variant Perception’s analytical framework since day 1, with a focus on identifying the “RIGHT” leading inputs to use in our models.
- These leading inputs are like our models DNA: the constant factor that drives our output.
- We are now adding causal discovery processes to better understand which leading inputs should be given more weight at different points in time. This is analogous to epigenetic changes, where the environment can affect which genes are being expressed or not.
- Our causal discovery process is intended to help us decide which inputs to express in our leading indicator models at different points in time.
VP UnderstandingCyclicalGrowthInflationLEILeading Indicator Watch
