Is hedge fund ownership correlated to M&A activity? We discuss a paper that investigates whether hedge fund holdings can signal companies about to be subject to deal activity. We highlight the data, findings and additional datasets investors may consider for an extra M&A edge.

Given recent macroeconomic uncertainty and Trump’s threats to politicise monetary policy decisions, we review a paper that constructs a sentiment index from news coverage of the Federal Reserve’s meetings.

Retail investors are increasingly relying on social media for investment advice. We investigate a study examining the relationship between retail trading behaviour and social media attention.

Can metals offset clean energy risk? This study explores whether lithium, cobalt, silver and gold act as hedges or safe havens during market turbulence.

As geopolitical tensions remain high, we explore a study on how trade and monetary policy uncertainty affect US consumer confidence during turbulent periods.

Explore a birds-eye view of the alternative data market: a review of around 100 studies synthesised across 10 data types and 6 use cases.

Fund portfolio data is well-adopted among institutional investors. At its core, this data type is often used to benchmark performance and track changes in asset flows and allocations to inform investment decisions. In this paper, we summarise a study that discusses biases in fund portfolio data and offers solutions for overcoming them.

We review the benefits of using transaction data to forecast short-term GDP in times of economic crisis.

The 2018 Trump tariffs triggered a significant reorganisation of manufacturing activities in China and the rest of Asia. With the 2025 Trump administration implementing even higher tariffs, some Chinese corporations appear less surprised and better prepared, having initiated relocation strategies. In this review, we explore how trade flow and corporate data can reveal the reshaping of the global supply...

We explore a paper that analyses how clinical trial result announcements affect the stock prices of sponsoring companies.