Flow data revisited
We return to a category of traditional data that consistently piques our readers’ interest – fund, retail and asset flow data. This report offers an updated overview of the market’s key players and trends.
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October notebook: Tiny beer + interest rate fear
Hello! Some market highlights this past month include: Perhaps the largest piece of financial news was Powell’s decision to lower US interest rates, which had been anticipated for months and marked the first lowering of rates in over four years.... -
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Keeping an eye on consumer reward programs
Given recent events, it is likely worth diligencing data providers who source data from consumer reward programs and apps to ensure customers are getting what they were promised. -
Private equity trends and alternative data
Interest rates remain high, deal flow remains down and private equity firms have adopted new strategies to remain active in the market. This intelligence report seeks to outline some of the trends we have seen in 2024 and analyse how PE firms can use alternative data to better inform new strategies. -
New US settlement cycles: What happens now?
In May 2024, the US securities market transitioned to a T+1 settlement cycle. In this report, we shed light on the scope of this new settlement cycle as well as the challenges presented by differing global regulatory landscapes. -
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The Signal, September 2024: Extreme weather, worldwide beverage trends and PE healthcare funding
This month’s alternative data insights include mixed signals for PE and VC funding in the healthcare space, weird weather impacts and people drinking less alcohol. -
Is ESG dead?
Environmental, social, governance – three words that have become so politically charged that funds are dropping the terms (jobs cuts and merging teams) amid capital outflows and declining demand. In this piece, we talk through some of the controversies surrounding ESG and highlight potential silver linings across the three pillars for risk mitigation and alpha generation. -
How are investors using alternative data in 2024?
Just 5% of alternative data buyers expect their budgets to fall in 2025, according to Neudata’s Industry Trends Survey 2024. Data buyers responding to the survey represent roughly $100m in annual spend, while vendor respondents generate a total of over $650m in revenue from data sales. We asked about data costs, trials, pain points, popular categories and, of course, AI. In this report, we reveal our findings. -
Using credit-card data to analyse the impact of monetary policy changes on consumer spending
Statistical agencies publish consumption figures that rely heavily on household surveys that are limited in sample size, reporting errors and time lags. In this review, we summarise a paper that uses alternative sources of consumer transaction data to analyse the impact of interest rate changes on consumer purchasing behaviours. The high-frequency nature of credit-card data can provide a more precise measure of consumer spending, which can be more accurately matched with the timing of monetary policy shocks. -
New datasets to market in 2024
The ability to leverage new datasets is an increasingly important differentiator for investment managers to stay ahead of the competition. In this report, we highlight novel datasets that may be worth considering.