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Alternative Data News and Insight

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  • Update: 10 data products that might not survive 2023

    In January 2023, we looked at 10 data products that might not survive the year. In this follow-up, we summarise the current state of those products and their vendors.
    Intelligence 20 Dec 2023
  • The Signal, December 2023: Layoffs, Black Friday and fast fashion

    This month’s alternative data news insights include the link between tech funding and AI, Black Friday trends and the battle of fast fashion retailers.
    Signal 13 Dec 2023
  • Straight to the source: The evolving news landscape

    News data has historically been a popular source of alternative data due to its ability to influence investor sentiment and move markets. The rise in AI has increased the scrutiny of underlying training data for generative AI models and increased understanding of the value of proprietary data. As newspapers increasingly take actions to protect and monetise their content, we discuss the existing news landscape, the growth of publishers selling directly to investors and the implications of these developments.
    Intelligence 13 Dec 2023
  • Improving GDP nowcasts with alternative aviation data

    Are we in a recession? The answer is often discovered too late, with official figures published at a substantial lag. In this literature review, we discuss a paper that analyses the integration of alternative aviation data to improve GDP nowcasting.
    Literature Review 12 Dec 2023
  • Navigating China’s growing market for commodities data

    China is slowly opening the door to international commodities traders, spurring a growth in demand for data. In this report, we break down the Chinese commodity data market and highlight the datasets relied on by Chinese traders.
    Intelligence 6 Dec 2023
  • December notebook: LLM gains + B2B domains

    Greetings, With OpenAI shenanigans dominating LLM (and indeed mainstream) news in recent weeks, it’s easy to forget progress being made by other companies and other regions. For anyone interested in what’s going on in China, we recently wrote this...
    Tidbits 4 Dec 2023
  • Exploring value creation with alternative data in PE

    High interest rates have contributed to record low private equity deal volumes. Faced with steep borrowing costs, PE firms are focusing on maximising value from portfolio companies.
    Intelligence 29 Nov 2023
  • In South Korea, performance matters more than ESG

    Worldwide, the emphasis on sustainability is fuelling fund flows into ESG investments. This review summarises a study of Korean fund investors’ sensitivity to past performance and volatility, exploring the differences between ESG and non-ESG funds.
    Literature Review 28 Nov 2023
  • GenAI, LLMs and data from China

    Dozens of Chinese companies, from leading tech giants to new entrants, have jumped on the LLM bandwagon in the wake of ChatGPT’s public release. How has the new revolutionary technology affected data space in China in the past year? This report summarises our on-the-ground findings.
    Intelligence 22 Nov 2023
  • People moves, December 2023: Boltzmann Research, Cboe, Man Group

    A brief roundup of moves within the alt data world during the past month.
    News 16 Nov 2023
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