Alternative Data News and Insight

As the US and European alternative data market continues on its path to maturity, we discuss where to find the next frontier of alternative data. In this report, we look at Latin America and Asia, investigating the startup landscape, fundraising, regulatory trends and technology adoption across the regions to identify existing data panels and future sources of alternative data.

From the Bitcoin Boom/Bubble to $69m NFTs, cryptoassets have been centre stage thus far in 2021. Add to that the IPO activity among firms operating in this space and it’s unsurprising that we’re seeing growing interest in data sources that can be used to understand the crypto market.

What is the current status quo among China-related alternative data providers? We attempt to describe and identify the key trends within China’s ‘big data’ industry, which forms the backdrop of this niche sector, and also provide some predictions for 2021.

As the dust settles on the GME short squeeze of January 2021, the question remains: is r/WallStreetBets here to stay? This report considers the history and influence of online communities within investment management, as well the alternative data vendors that keep a watchful eye over them. We also ask, what next?

If you were to search “patent data” on Google today, you will likely be met with an endless list of data vendors and analytics providers, all with their unique product/proposition on patent data. In this Intelligence report, we go back to basics – explaining the patent data market as it stands, as well as delving into the key cohorts that are currently appearing within patent data.

Last week, auto giants Ford and Jaguar announced their commitment to go fully electric by 2030 in an effort to meet CO2 emission targets set by regulators. With the auto industry continuing to reinforce their position in the electric vehicle market, we highlight the alternative datasets available for measuring EV supply chains, production, charging infrastructure, and sales performance.

We discuss Google’s decision to replace third party browser cookies with their proprietary FLoC solution. We also cover the alternative datasets we expect to be affected as the firm begin to phase out cookies by 2022.

Consumer transaction data is arguably the star of the alternative data world, yet for those seeking coverage beyond the US, supply has historically been limited. This is now starting to change, driven in particular by European developments in open banking.

In recent years, China’s stock market regulators have been striving to rewrite the rules around market participation. Starting from 2020, foreign asset managers are now able to apply for mutual fund licenses, following the abandonment of foreign ownership limitations. In response to increased client interest in A-share datasets, we highlight various offerings that can support investors in monitoring China-listed companies, as well as broader market sentiment.

We introduce private equity investors to the conventional and alternative datasets available for use, such as consumer transactions, sentiment, geolocation, financial, and employment data.