The Signal: Consumer spending trends in retail, hotel and gaming
Welcome to The Signal, we examine how consumers are shifting their discretionary spending habits during the holiday period.
Alternative Data News and Insight
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10 things equity investors need to think about in 2023
2022 has been a volatile year for equity investors as a result of rising inflation and the subsequent increase in interest rates. However, despite the signs of inflation easing slightly in the US and higher interest rates forcing some economic contractions within global markets, the state of the economy remains uncertain. In this report, we review literature that discusses 10 things investors should consider to best prepare for the year ahead. -
hiQ Labs reaches settlement with LinkedIn
After five years of litigation, including a related Supreme Court decision, the settlement leaves open many critical and practical questions around webscraping in the United States. -
Applying NLP and AI in Chinese investment research
China’s ambition to become an AI technology leader is widely known. But how far has the application of NLP evolved in the country’s alternative data space? In this intelligence report, we look at popular AI use cases in China, discuss how to assess NLP data vendors, and list three emerging NLP-related services. -
The evolution of e-receipt data
Smaller panel sizes and the complexity of working with e-receipt data initially inhibited its adoption. However, recent changes in payments have created a need for the data. The increasing sophistication of e-receipt providers has also made the data more accessible to investors. This intelligence piece considers the advantages and disadvantages of e-receipt data, the current provider landscape and emerging use cases. -
NLP applied to post-earnings call announcement drift
Applying NLP tools to earnings calls, company filings and financial documents is not new to the world of alternative data. Drawing specifically on earnings calls, many will also be familiar with post-earnings call announcement drift (PEAD). In this report, we review literature that discusses how PEAD can be improved using linguistic approaches such as NLP. -
People moves (24 Nov 2022): Ascential, Balyasny and more
Submit your promotions, job changes and open roles to [email protected] for inclusion in next week's newsletter. -
4 alternative data trends among Chinese mutual funds
While China’s data security law may be hindering international buyers from accessing data sourced within the country, domestic users remain unaffected. Among them, Chinese mutual funds are increasingly using alternative data to guide their investment strategies. In this report, we use a sample of Chinese mutual funds to discover popular dataset types, how they’re being used and other trends in the space. -
The Signal: The mobile gaming industry: Game over or levelling up?
Welcome to The Signal, we are looking at the mobile gaming industry and discover why it is booming in our current climate. -
Offshoring impact: evaluating ESG in supply chains
Among ruptured gas pipelines and persistent chip shortages, attention can be drawn away from other supply chain issues. This includes ESG risks such as forced labour and human rights abuses, emissions and pollution, and lacklustre transparency and oversight. In this report, we discuss the potential role of alternative ESG data when analysing supply chain issues.