Nearly two years since we last analysed the clickstream data ecosystem, we return to discuss this alternative data landscape. We consider the effects of past disruptions, the current market leader and emergent competitors, and the evolving utility of clickstream and web traffic data.

Recent changes in the social media space have impacted some alternative data vendors – with possible implications for clients. In this intelligence piece, we analyse the results of our recent survey carried out among providers of social media data. We specifically assess the fallout of API changes at Twitter and Reddit, and how this potentially hinders the free flow of social media data.

From pandemic restrictions to conflicts between countries, geopolitical developments can have a huge impact on global and local economies. In this report, we highlight alternative datasets to help assess risk for a country’s economy, financial stability and international trade.

ESG sentiment identifies the public perception of companies on material ESG issues and can provide early warnings of potential controversies. These alternative datasets can also help overcome some of the challenges of slow-moving ‘traditional’ ESG data, by offering more timely insights into a company’s sustainability performance and momentum. With significant product developments in the ESG sentiment data space, this report outlines key players in the market and some of the new use cases being developed.

Quantitative funds have been a driving force in alternative data adoption. But the range of appropriate datasets can be limited due to the specific characteristics required. In this intelligence piece, we consider which datasets are most popular among quant funds and why.