Alternative Data News and Insight

Academic research suggests that official CPI figures in the post-pandemic era have not been an accurate reflection of consumer prices. We summarise key findings from a recent study and outline the alternative data sources that can help build a more accurate gauge of inflation.

Published research suggests that the textual analysis of 10K and 10Q filings can be used as the basis for profitable trading strategies. We summarise findings from a new research paper on this topic which examines the specific effect of positive language similarity on stock returns using data from a Neudata-listed provider.

Below we summarise key empirical findings from an academic work that investigates how ESG components affect stock returns of companies in the Eurostoxx 50 Index over the 2010-2018 period.

Published research suggests that there is a relationship between patent ownership and firm-level financial returns for China A-shares. We summarise the findings of this research and also highlight several Neudata-listed data providers that may be applicable for such use cases.

Neudata summarise key empirical findings from an academic work that investigates the impact that social media has on a firm’s brand awareness, purchase intent, customer satisfaction and, subsequently, shareholder value.

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.