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Alternative Data News and Insight

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  • 2024 Factbook: Emerging alt data markets

    Our proprietary metadata reveals how alt data is developing in new markets around the world, highlighting not only the most popular datasets in each region but also looking at trends in pricing and adoption.
    Intelligence 24 Jan 2024
  • How climate news affects investment returns

    We summarise a study that investigates the relationship between unexpected climate news and equity performance, aiming to quantify climate beta.
    Literature Review 23 Jan 2024
  • The Signal, January 2024: New Year predictions, Christmas frugality and bleak employment indicators

    This month’s alternative data insights include vendors’ predictions for 2024, consumer Christmas trends and signs of a challenging job market.
    Signal 17 Jan 2024
  • Consumer transaction data: A bird’s-eye view…revisited

    We revisit the ever-changing world of consumer transaction data, exploring developments in e-receipts, point-of-sale and credit and debit card data.
    Intelligence 17 Jan 2024
  • Money meets medicine: The private equity prescription for alternative healthcare data

    While Ozempic stole 2023’s healthcare headlines, the sector also saw an uptick in private equity interest. In this intelligence piece we explore key areas where alternative data can offer additional insights.
    Intelligence 10 Jan 2024
  • Hunting unicorns: Using alternative data to predict startup success

    Deep learning has created new ways for VC firms to source investment opportunities. In this literature review, we summarise a study that distils existing industry knowledge on the subject.
    Literature Review 9 Jan 2024
  • January notebook: 2023 reflections + 2024 projections

    Greetings, Happy New Year and happy reflection/prediction month. Our two-minute take on the alternative data industry in 2023/24 1) AI in 2023 was more about talk than deployment. Where products were released, they were often designed as a tool t...
    Tidbits 8 Jan 2024
  • People moves, January 2024: Jain Global, Schonfeld, MSCI

    A brief roundup of moves within the alt data world during the past month.
    News 3 Jan 2024
  • 2023 in review: Cards, clickstream and the rise of LLMs

    We look back at last year’s contribution to the alternative data landscape. New jargon has made its way into common use, while leading alt data categories have seen their ecosystems disrupted. Below, we look at what these developments mean for data buyers and sellers, and how the landscape is changing.
    Intelligence 3 Jan 2024
  • How US-China decoupling is affecting the semiconductor industry

    The semiconductor industry has found itself at the centre of a geopolitical battleground, with the US and China both funding the development of advanced chip manufacturing capabilities at home. This report reviews studies that use news, academic and investment deals data to understand the outlook.
    Literature Review 28 Dec 2023
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