July Tidbits: Recovery or Plateau?
In this month’s edition, we explore the latest developments in US consumer privacy law, theorise about a return to some normality and start counting down to the US presidential election.
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People Moves (30 Jul): IQVIA, App Annie, PortingXS, 1010data and more
In this week's round up, we report on people moves at IQVIA, App Annie, PortingXS, 1010data and more. If you'd like to submit your new job or promotion, email us at press@neudata.co. -
US, UK regulators hint at robust examinations during pandemic
Market regulators in the US and UK are keeping a close watch on firms’ usage of expert networks and private meetings to spot insider trading violations during the pandemic. -
Alt Data for COVID-19: Tracking the Testing Arms Race
Tests used to determine COVID-19 infection have and will continue to play a key role in managing the spread of the virus. As nations race to acquire test kits on a massive scale, a subset of companies in the pharma, biotech, and medical device industries stand to profit from this unprecedented demand. To identify these companies, investors may wish to utilise sources of alternative data that capture the COVID-19 testing market. -
Proposed change to Form 13-F threatens holdings datasets
The SEC has proposed a rule reducing the number of funds required to report their equity holdings, causing concern for managers who rely on this data to monitor investor sentiment and the crowdedness of individual positions. -
Building AIS-based nowcasts for seaborne trade
In this review, we summarise key findings from a new working paper from the IMF, which proposes a set of algorithms for constructing indicators of world seaborne trade using AIS (Automatic Identification System) data from vessels. -
People Moves (23 Jul): Citadel, AIMCo, CPPIB, Pathmatics and more
In this week's round up, we report on people moves at Citadel, AIMCo, CPPIB, Pathmatics, Tussell and more. If you'd like to submit your new job or promotion, email us at press@neudata.co. -
EU-US privacy shield decision throws cross-border data transfers into doubt
Last week, the European Court of Justice told companies that an existing agreement governing data sharing between the US and EU was invalid. -
COVID-19: Measuring economic recovery using alt data
Following increased client interest, we highlight relevant datasets that can be used to measure the economic recovery of global markets. The Intelligence report places a focus on tracking the recovery of the US, EU, China, as well as countries that have yet to plateau in COVID-19 cases, such as India and Mexico. -
ESG investors pivot to social, governance factors during COVID-19
Asset managers are paying more attention to datasets that can help them suss out the social and governance factors that are materially relevant to their investing processes, citing a shift toward those factors during the COVID-19 era.