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Alternative Data News and Insight

Neudata Intelligence

Crowding and Alternative Data: our analysis and outlook

As the use of alternative data within the investment community grows more prevalent, this prompts questions on dataset crowding and its implications for alpha generation. While opinions may be divided on the significance of buy-side client numbers in evaluating a dataset, an analysis of dataset crowding serves as an interesting source of insight into the interplay between supply and demand for different data types. In the following analysis, we explore: (1) levels of dataset crowding across different dataset types, (2) supply and demand for four dataset types: web scraping, web & app tracking, ESG, and location, (3) the types of data that will be most valued by investors in the future.

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Neudata Intelligence

The Story of Alternative Data in Japan

According to industry trends (both anecdotal and empirical), the Japanese alternative data landscape is generally seen to be at an earlier stage of development than its European and US counterparts. In the following piece, we shed some light on the state of the market by looking at (1) domestic demand for alternative data (2) challenges faced by local data providers, and (3) some unique sources of consumer spending data from this region.

Neudata Intelligence

Crude oil: Deriving alpha from satellite data

There are many factors that impact the price of crude oil, such as production, imports/exports, and geopolitical events. However, it is widely accepted that inventory levels are one of the most crucial drivers of the asset’s price in the market. In this Intelligence report, we discuss whether crude oil storage estimates, specifically those obtained through satellites, can generate alpha to institutional investors interested in gaining an edge on pricing.

Neudata Intelligence

Job postings data: A leading indicator of share price performance and macro trends?

We highlight key findings from a research paper published by data science company that analyses an alternative provider of labour market data, covering the near-universe of online job vacancy postings. The paper analysed the potential of online job ads for: 1) predicting key US labor statistics, 2) forecasting stock returns and industry sales of the energy equipment and service sector, and 3) assessing the relationship between a firm’s online job postings growth and its operational and stock performance.

Neudata Intelligence

Black Friday 2018 debrief: looking ahead to 4Q18 results

With Black Friday 2018 behind us, we look at some of the key insights that alternative data providers have derived from their e-receipt, advertising, and clickstream datasets. Based on these insights, we provide a round-up of some key takeaways, including the winners and losers of this year’s holiday period. Companies mentioned include, but are not limited to, Target, Amazon, Walmart, Costco, and Pandora.