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Alternative Data News and Insight

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  • Navigating China’s growing market for commodities data

    China is slowly opening the door to international commodities traders, spurring a growth in demand for data. In this report, we break down the Chinese commodity data market and highlight the datasets relied on by Chinese traders.
    Intelligence 6 Dec 2023
  • December notebook: LLM gains + B2B domains

    Greetings, With OpenAI shenanigans dominating LLM (and indeed mainstream) news in recent weeks, it’s easy to forget progress being made by other companies and other regions. For anyone interested in what’s going on in China, we recently wrote this...
    Tidbits 4 Dec 2023
  • Exploring value creation with alternative data in PE

    High interest rates have contributed to record low private equity deal volumes. Faced with steep borrowing costs, PE firms are focusing on maximising value from portfolio companies.
    Intelligence 29 Nov 2023
  • In South Korea, performance matters more than ESG

    Worldwide, the emphasis on sustainability is fuelling fund flows into ESG investments. This review summarises a study of Korean fund investors’ sensitivity to past performance and volatility, exploring the differences between ESG and non-ESG funds.
    Literature Review 28 Nov 2023
  • GenAI, LLMs and data from China

    Dozens of Chinese companies, from leading tech giants to new entrants, have jumped on the LLM bandwagon in the wake of ChatGPT’s public release. How has the new revolutionary technology affected data space in China in the past year? This report summarises our on-the-ground findings.
    Intelligence 22 Nov 2023
  • People moves, December 2023: Boltzmann Research, Cboe, Man Group

    A brief roundup of moves within the alt data world during the past month.
    News 16 Nov 2023
  • The Signal, November 2023: Taylor Swift, Halloween candy and the metaverse

    This month’s alternative news insights include trends in movie theatre attendance, spooky job postings and a slowdown in hype surrounding the metaverse.
    Signal 15 Nov 2023
  • Assessing ‘real’ ESG performance and impact with alternative data

    The recent ESG backlash has led to increased scrutiny. This report provides an overview of third-party datasets that can help investors compare ESG disclosures with material sustainability performance.
    Intelligence 15 Nov 2023
  • Do retail investors pick green investments?

    This literature review summarises a recent paper on retail investors green investment choices and their motives. We also summarise the datasets available for investment managers who wish to track retail trading and investment activities across asset classes.
    Literature Review 14 Nov 2023
  • From runway to returns: Jet tracking revisited

    The tracking of corporate jets continues to develop as a data category. We’ve seen an uptick in client numbers, decreased prices and an increase in the coverage and overall capabilities of data providers in this space. As a result of datasets becoming more sophisticated in this space, certain providers have emerged as a must-have dataset for jet-tracking investors. In this piece, we outline incumbent datasets that are popular with investors as well as free and paid alternatives. We also highlight some limitations that investors may face when using these datasets.
    Intelligence 8 Nov 2023
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