Alternative Data News and Insight

Technical and theoretical advancements over the past two decades, coupled with open-source software, has fueled an explosion of sentiment data providers. In this report, we provide a lay of the land, focusing on the three key types of sentiment vendors based on underlying source - news content, social media, and investor communications. Within each category, we highlight use cases, trends, and prominent players.

Exactly one year since we analysed the state of the market, we revisit the clickstream data landscape. We breakdown the vendor ecosystem by output granularity, data collection method, and client uptake.

Most ESG research nowadays focuses on equities, so it has been less clear on how ESG considerations can be applied to fixed income investments. Since 1Q21, Neudata have received numerous requests for ESG data for fixed income instruments, from sovereign bonds, to municipal bond, securitized debt, private debt, senior loans, and large syndicated leveraged loans. We publish this two-part Intelligence report in response to this influx of investor interest.

From fatalities caused by hard rainfall in Zhengzhou, China, to new temperature records set in Canada (49.6°C) — 2021 keeps bringing unprecedented climate-related surprises. In part I, we delve into the mechanics of estimating physical climate risk and highlight the available datasets to monitor and manage it.

The global housing market is currently seeing one of the biggest booms in nearly two decades. House prices are through the roof, and rents appear to be recovering after a period of downturn. In this Intelligence report, we highlight the alternative datasets available to monitor the roaring residential real estate industry.

2020 marked the transition of China's electric vehicle (BEV) market into a brand-new phase, one driven by mushrooming product offerings and the need to meet CO2 targets, instead of government subsidies. Now that the next battlefield for OEMs is to become cleaner and intelligent, we review the alternative data sources available to help understand the automotive industry and the fast-growing EV market in China.

In part III of our ESG data trends report, we discuss 1) the changing regulatory landscape, 2) measuring biodiversity loss, 3) greenwash mitigation, and 4) the industry’s shift towards a multilateral ESG ratings model.

The consumer transaction data category is arguably the most popular within the alternative data space. It’s also multi-faceted, encompassing a range of data sub-categories, from e-receipts and POS data to the particularly well-adopted credit and debit card data. In this piece, we provide a lay of the land by outlining the various sub-categories, their different applications, and the key vendors to know.

We continue to observe sustained interest in corporate advertising spend datasets since we first covered an unprecedented spike in investor interest in 4Q19. In this intelligence article, we revisit specific datasets, client uptake, and use case applicability in a discussion of our refined view of the data landscape.

First, with trade sanctions, and now with the global pandemic, the demand for semiconductors has been steadily surging beyond available capacity. In 2021, the surge has culminated with a shortage that has brought numerous industries to its knees by a tiny, yet ubiquitous, electronic product. In this report, we highlight datasets for readers hoping to navigate this global chip shortage and gain insight into the current state of the semiconductor industry.