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This month’s alternative news insights include trends in movie theatre attendance, spooky job postings and a slowdown in hype surrounding the metaverse.
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Assessing ‘real’ ESG performance and impact with alternative data
The recent ESG backlash has led to increased scrutiny. This report provides an overview of third-party datasets that can help investors compare ESG disclosures with material sustainability performance. -
From runway to returns: Jet tracking revisited
The tracking of corporate jets continues to develop as a data category. We’ve seen an uptick in client numbers, decreased prices and an increase in the coverage and overall capabilities of data providers in this space. As a result of datasets becoming more sophisticated in this space, certain providers have emerged as a must-have dataset for jet-tracking investors. In this piece, we outline incumbent datasets that are popular with investors as well as free and paid alternatives. We also highlight some limitations that investors may face when using these datasets. -
November notebook: Solar noise + cereal toys
Hear from Neudata's head of research on the top trends in November: -
Industrial datasets for quant vs discretionary funds
We outline the key datasets available to monitor the industrials sector, highlighting datasets better suited for quantitative and fundamental strategies. The sub-sectors in focus are machinery/heavy equipment, building materials, transportation and chemicals. -
The CFPB: Is there a new data regulator in town?
Maybe... -
October notebook: Storage spaces + fund managers’ faces
Hear from Neudata's head of research on the top trends in October. -
The Signal, October 2023: ChatGPT losing its lustre
This month we look at ChatGPT's slowing user growth, trading opportunities created by extreme weather and the bike industry's ESG credentials. Consumers are bored of ChatGPT OpenAI’s public launch of ChatGPT saw an incredible adoption rate in its... -
Measuring economic activity with high-frequency data
In an uncertain economic environment, monthly and quarterly statistics may not accurately capture rapidly changing macro conditions. In this literature review, we summarise a study that uses high-frequency data to construct an index that more accurately reflects economic activity in an uncertain climate. -
POS data updates in 2023 – We called it!
Last year, we observed that the POS alternative data market lacks products with a consolidated market view across diverse channels and product types. We predicted that a wave of mergers would arise to offer solution to this structural shortcoming. A year later, we can confidently state our prediction on increased merger activity was accurate. That said, the market today remains far from mature. In this report, we summarise the activity we’ve observed in the POS data landscape across 2023.