Do well-adopted datasets suffer from alpha decay?
As datasets gain more users, opportunities for alpha can often be diluted. We summarise a paper that investigates the impacts of crowding and the triggers of alpha decay.
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Similarweb acquires 42matters
The deal will expand its offering through the addition of app store, app engagement and mobile SDK data. -
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The Signal, July 2024: Consumer optimism, electoral uncertainty and a real estate rebound
This month’s alternative data insights include returning consumer confidence, voter volatility in the UK and optimism in the real estate sector. -
The CFPB takes on data: Regulating data brokers and the move towards open banking
The bureau's proposed regulations will undoubtedly affect the alternative data space, and we believe these effects will be significant. -
BlackRock enters private markets data sector with $3.2bn Preqin deal
The deal reflects how investments in private assets are becoming more data-driven, in line with shifts in other asset classes. -
A primer on B2B data
We discuss datasets and proxies that can help readers track the relationships and quantify the revenues of B2B companies. -
An alternative regulatory outlook: The other CFPB rule
There has been a lot of focus on the CFPB's forthcoming open banking rule, but we'd like to call attention to the agency's plans to regulate data brokers under the Fair Credit Reporting Act (FCRA), which we believe will affect a variety of data providers. -
Satellite data for analysing economic disruptions from conflict
We summarise a paper focusing on Sudan’s civil war that highlights how alternative data can provide a better understanding of conflict activity and its impact on investments. -
People moves, June 2024: Taula, B Capital, Veson
In this month’s roundup, Taula Capital adds to its data team, B Capital invests in AI and Veson Nautical looks to integrate its acquisitions. -
Healthcare claims disruptions: What next?
US claims data has seen significant turbulence in 2024. The main culprit, a cyberattack in February, has impacted hospitals, health systems and severely disrupted most healthcare claims processing in the US. In this report, we analyse the impact on data providers in the space and evaluate the alternatives on offer.