Alternative Data News | Neudata

ESG data for fixed income securities (Part I)

Most ESG research nowadays focuses on equities, so it has been less clear on how ESG considerations can be applied to fixed income investments. Since 1Q21, Neudata have received numerous requests for ESG data for fixed income instruments, from sovereign bonds, to municipal bond, securitized debt, private debt, senior loans, and large syndicated leveraged loans. We publish this two-part Intelligence report in response to this influx of investor interest.

Intelligence 1 Sep 2021
‘Code red for humanity’: understanding physical climate risk

From fatalities caused by hard rainfall in Zhengzhou, China, to new temperature records set in Canada (49.6°C) — 2021 keeps bringing unprecedented climate-related surprises. In part I, we delve into the mechanics of estimating physical climate risk and highlight the available datasets to monitor and manage it.

Intelligence 24 Aug 2021
Bubble trouble: Alt data for the housing market

The global housing market is currently seeing one of the biggest booms in nearly two decades. House prices are through the roof, and rents appear to be recovering after a period of downturn. In this Intelligence report, we highlight the alternative datasets available to monitor the roaring residential real estate industry.

Intelligence 16 Aug 2021
Alternative Data for China’s Automotive and EV Sector

2020 marked the transition of China's electric vehicle (BEV) market into a brand-new phase, one driven by mushrooming product offerings and the need to meet CO2 targets, instead of government subsidies. Now that the next battlefield for OEMs is to become cleaner and intelligent, we review the alternative data sources available to help understand the automotive industry and the fast-growing EV market in China.

Intelligence 10 Aug 2021
ESG data trends: 2021 and beyond (part III)

In part III of our ESG data trends report, we discuss 1) the changing regulatory landscape, 2) measuring biodiversity loss, 3) greenwash mitigation, and 4) the industry’s shift towards a multilateral ESG ratings model.

Intelligence 4 Aug 2021
Consumer Transaction Data: A Birds-Eye View

The consumer transaction data category is arguably the most popular within the alternative data space. It’s also multi-faceted, encompassing a range of data sub-categories, from e-receipts and POS data to the particularly well-adopted credit and debit card data. In this piece, we provide a lay of the land by outlining the various sub-categories, their different applications, and the key vendors to know.

Intelligence 27 Jul 2021
Ad spend data revisited

We continue to observe sustained interest in corporate advertising spend datasets since we first covered an unprecedented spike in investor interest in 4Q19. In this intelligence article, we revisit specific datasets, client uptake, and use case applicability in a discussion of our refined view of the data landscape.

Intelligence 21 Jul 2021
Navigating the global chip shortage: alt data for the semiconductor industry

First, with trade sanctions, and now with the global pandemic, the demand for semiconductors has been steadily surging beyond available capacity. In 2021, the surge has culminated with a shortage that has brought numerous industries to its knees by a tiny, yet ubiquitous, electronic product. In this report, we highlight datasets for readers hoping to navigate this global chip shortage and gain insight into the current state of the semiconductor industry.

Intelligence 13 Jul 2021
Stock exchanges and alternative data: partnerships and proprietary offerings

How are the major originators of traditional data – exchanges – reacting to increased demand for non-traditional datasets? To answer this question, we review alternative data initiatives at the world’s largest exchanges, from new proprietary datasets to partnerships with, and investments in, third-party vendors.

Intelligence 7 Jul 2021
The next frontier of China’s consumer transactional data

Consumer transactional data is undisputedly the most popular type of dataset among Neudata platform users. It is time to review how the payment habits of China’s consumers have been shifting over the past few years and examine the limitations of the current consumer purchase datasets. We will also explore the next frontier of consumer spending data in China.

Intelligence 30 Jun 2021

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