More than a year on from our previous intelligence piece, we revisit an area of alternative data that consistently interests our readers. In this report, we offer an overview of datasets providing insights into SaaS stocks and their performance drivers. We re-examine key vendors, new vendors and use cases for all your SaaS needs.

Current macroeconomic conditions have returned investors’ attention to the commodities markets. In 1Q23, we received particular enquiries about datasets for trading commodity futures contracts. In this report, we assess features of the most popular commodity datasets and how they can be deployed in futures contract trading strategies.

OpenAI's ChatGPT has gained global attention for its human-like abilities, fuelling heated competition among AI bot developers. Its underlying model, GPT-3.5/GPT-4, has been lauded for its ability to easily analyse and summarise unstructured data such as sentiment and patterns. In this report, we look at the technology’s alternative data use cases, how some vendors are incorporating it into their offerings, and potential limitations and implications.