Why’s everyone talking about web-scraping again?
From a legal and compliance perspective, it’s been a busy summer for web-scraping...
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Forecasting employee turnover with alternative data
Mass layoffs in some industries and labour shortages across others have left global labour markets in a state of paradox. In light of these trends, we summarise the alternative datasets that can help track employee churn. We also highlight studies that link workforce turnover with financial performance, outline the common challenges with using these datasets, and suggest several solutions to help investors overcome such issues. -
Forecasting stock returns using ChatGPT
The full scope of ChatGPT’s application within the financial industry has yet to be realised. In this literature review, we review a 2023 paper assessing ChatGPT against other GPT models and other sentiment providers. This paper focuses on ChatGPT’s ability to predict stock returns using sentiment analysis. -
Alternative data for airlines revisited
With pandemic restrictions lifted around the world, the state (and potential revival) of the airline industry has piqued investor interest. And things haven't been quiet on the alternative airline data side either. In this report, we navigate vendor mergers, discontinuations, market leaders and upcoming competitors offering timely, granular and varied insights on a sector familiar with turbulence. -
The Signal: The rapid rise and fall of Threads
Our August edition examines how Meta’s Twitter-challenging social media platform Threads performed in its first month. -
August notebook: UK pubs + celebrity snubs
Hear from Neudata's head of research on the top trends in August. -
US consumer transaction mega panels: clash of the titans
Consumer transaction data remains one of the most popular dataset types, and investment management appetite for keeping abreast of developments, disruptions and discontinuations in this space remains strong. Recently, we’ve seen three main players all increase their panel size to near 100m US credit and debit cards. In this report, we evaluate the facts, rumours and feedback to give Neudata’s view on these mega panels. -
An alternative data approach for venture capital
Unlike their public markets counterparts, venture capital investors can be hindered by a lack of data to help inform investment processes. Several venture-oriented platforms have materialised to fill this void, providing numerous metrics with varying relevancy. We summarise a study that uses machine learning to identify the most relevant factors for early-stage venture capital investors. -
AI and alternative data (part I): Web-scraping legal and compliance considerations
In 2023, OpenAI’s ChatGPT became the second fastest-growing consumer application in history, reaching 100m monthly users in only two months. In the alternative data space, it seems like everyone is working towards building their own AI models or leveraging the technology for their own uses. Like most nascent technologies, it will take some time for solid legal and compliance norms to emerge around pertinent data collection, privacy and intellectual property issues. However, we are already seeing early signs of movement in the space, with cases being filed and regulatory attitudes starting to develop. -
Japan’s evolving transactional data landscape
With the Nikkei 225 recently reaching an all-time high, investor attention has returned to Japan. This may well bolster the country’s alternative data industry, which is showing similarly positive signs of growth. Following a recent Neudata visit to Tokyo, we analyse the evolution of Japanese alternative data with a particular focus on how digital payments are impacting transactional data collection.