Medtech for investors: an alternative data perspective
As healthcare stocks continue to outperform other sectors, we examine the evolving data landscape for tracking medical device utilisation.
-
-
How weather data can inform index trading strategies
We look at a study that suggests pleasant weather can reduce market volatility. While far from conclusive, the study shows how such insights can be used to develop trading strategies. -
Offline receipt data – a fresh perspective
We look at the use case for receipt data in understanding changes in shopping behaviour, highlighting key providers in the space to be aware of. -
What do you make of the FTC's recent blog post on hashing?
The blog post makes us think that we will see FTC action connected to unique identifiers in the near future, whether hashing or otherwise. Data buyers and providers should monitor this and consider how any actions might affect them. -
People moves, July 2024: Mahindra, CME, Trinity Life Sciences
Included in this month’s roundup, Mahindra’s head of data joins asset management subsidiary Teqo and CME poaches fixed income head from ABN Amro. -
Moody’s to discontinue ESG scores and partner with MSCI
The deal represents inevitable consolidation in the sector and is raising concerns across the sector about price hikes. -
Harnessing transaction data for accurate retail forecasts in Korea
In this report, we outline transactional datasets that can provide insights into Korea’s retail sector and effectively identify consumer spending patterns. -
Smart investments: The role of tech data in private equity
With the boom in AI, tech-focused datasets have seen increased interest among private market investors. In this report, we discuss some of the latest trends in the tech data space. -
.png)
July notebook: Korean consumers + Yodlee rumours
Hello! Some of the biggest talking points in the research team this past month have been: 1) Growing concerns over the availability of US consumer banking and credit data. This is mainly due to statements from the CFPB over the course of the pa... -
Alternative data for insurers
In an increasingly complex risk environment, some insurers are turning to alternative data to gain a competitive edge. We look at datasets that can deliver returns.