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.

As Biden issues his first presidential veto to allow ESG considerations into investment decisions and global regulators mobilise on climate-related risks, we expect the demand for environmental data solutions to grow. In this report, we summarise the data marketplace and highlight several key trends across the climate risk solutions space.

Global temperature rises have put the world on course for catastrophic climate change events, spurring governments to pursue net-zero commitments by 2050. This report explores the alternative datasets that can help investors decarbonise their portfolios and achieve net-zero commitments. We also discuss dataset types for identifying opportunities in transitioning towards a low-carbon economy and mitigating exposure to climate risks.

China’s property market experienced a severe downturn in 2022 with property investment, new starts and land sales seeing historic declines. Among recent government efforts to support the market is a scheme encouraging foreign investment via property-focused private equity funds. In this intelligence piece, we highlight how alternative data can help investors detect risks and opportunities in China’s real estate sector.

The automotive industry is still struggling to meet demand following the significant supply chain issues of the past few years. The imbalance has formed new consumer trends in the space and, in turn, new ways alternative data can be used by investors to monitor the sector. Following conversations with multiple data providers, this report highlights some notable use cases.

In this Intelligence report, we provide an overview of the different data types that can be used to gain competitive intelligence. We also highlight some of the relevant providers and competitive intelligence use cases for corporations, PE/VC firms and institutional investors.

It’s too early to tell if China’s recent re-opening to the world will drive global economic growth in 2023. However, datasets that track domestic trade movement within the country can give observers an idea of the strength of post-lockdown consumption. In this report, we summarise various Chinese freight and logistics datasets, from free government offerings to courier KPI tracking services.

In 2022, the mobile location data ecosystem was battered by legal action, media scrutiny and a string of discontinuations and disruptions. In this report, we assess the fallout from this turbulence and present our view on the state of the market, including observed themes, vendors and upcoming datasets.

The alternative data landscape remains perilous for many. With unexpected legal hurdles, lack of investment client traction and questionable business strategies, not all data providers can stay the course. In this report, we highlight 10 data offerings that we think will struggle to make it to the end of the year.