Alternative Data News and Insight

In this review, we summarise key findings from a new working paper from the IMF, which proposes a set of algorithms for constructing indicators of world seaborne trade using AIS (Automatic Identification System) data from vessels.

We summarise key findings from a working paper that theorises the relationship between alternative data sales and buy-side skills acquisition.

Below we summarise key findings from an academic paper that analyses the relationship between trade credit issued and a public company’s future financial performance. The research postulates that trade creditors possess information unknown to market participants about the financial health of their debtors.

We summarise key findings from a working paper from the NBER that analyses the relationship between corporate characteristics and stock price reactions to the shock of COVID-19. We highlight several Neudata-listed data providers that offer granular insights into the five firm traits analysed in the study.

We summarise two research studies that use data on air passenger traffic and demand to analyse the impact of COVID-19 on the aviation industry, as well as the broader socio-economic impact.

Below we summarise key findings from an academic paper that uncovers the relationship between customer dissatisfaction and the short selling of publicly traded companies.

Below we highlight key findings from an academic paper on the relationship between foot traffic and quarterly KPIs in six different industries. We also draw attention to several alternative data providers relevant to readers interested in applying the research into practice.

Consumer transactional data has featured prominently in ongoing academic research regarding the implications of COVID-19 and associated lockdowns on consumer spending. We summarise the findings of this research and also highlight several Neudata-listed consumer transactional data providers that may be applicable for such use cases.

Published literature finds that a region’s social connections to a COVID-19 hotspot correlates with a higher rate of confirmed cases. We summarise the findings of a research paper that uses social media data for Italy and the US to identify the relationship between social connections and spread of diseases. We also highlight several Neudata-listed data providers for readers interested in applying these findings to practice.

As the financial world recovers from the COVID-19 selloff, we summarise a research note that details the lessons quantitative funds can learn from the crisis. We also highlight several Neudata-listed data providers that may be applicable for investors interested in applying these lessons into practice.