March notebook: CFPB’s demise + data market size
After many years of being asked how big we think the alternative data market is, we thought it was about time we attempted to give an answer.
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People Moves, February 2025: NTAM, YipitData, Impact Cubed
In this month’s roundup, Impact Cubed appoints a new Chief Investment Officer, YipitData promotes internally and NTAM significantly builds out their quant team. -
How big is the alternative data market for investment managers?
Executive summary The alternative data market for investment management has grown significantly over the past few years, reaching a minimum of $2.5 billion in annual spending by 2024. Using data from Neudata’s proprietary research catalogue as a ... -
German elections: Defence, industrials and debt
On 23rd February, Germany joined a packed year of elections by heading to the polls for a federal election. Emerging victorious was Friedrich Merz’s centre-right CDU party, with far-right AfD coming in second. As a major global economy, Germany’s election results are forecasted to impact the financial sector in a variety of ways, with outsized impacts on defence, industrials and macro trends. -
The energy data surge: Revisiting an evolving landscape
Investment interest in energy is rising amid volatility. We highlight vendors using ISO/RTO data and satellite imagery to track power, pricing, and commodities.
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Can hedge fund positions indicate M&A activity?
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. -
Silicon signals: GPU data for AI investments
AI’s next battle is in hardware. From GPUs to data centres and cloud, we take you through pricing, demand and supply chain data shaping the boom. -
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September notebook: Retail flow pain + factor investing gains
Hear from Neudata's head of research on the hot trends in data this month. -
Cross-border data transfer regulation: What you need to know
China’s new Cross-Border Data Flows Regulation (RCB) reshapes how international businesses access and transfer data. This report considers the impacts. -
The Fed in the headlines: An indicator of market moves?
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. -
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Must-know moves in data regulation: August
Welcome to the August edition of Must-know moves in data regulation. -
A primer on index data
Index data underpins modern investing. This report explores construction, rebalancing, licensing, and the key players shaping the $6.4bn market. -
Cloudflare’s pay per crawl: A paradigm shift?
Today, we look at Cloudflare’s pay per crawl and discuss if it could be a canary in the web-crawling coalmine. -
Retail trading: How r/wallstreetbets shapes investor decisions
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. -
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Are your data vendors child-proof? The impact of age verification laws
What implications do the newer age verification laws have on the alternative data ecosystem?