The Signal, February 2024: Tourism, continued labour cooling and value shopping
This month's alternative data insights include layoffs and labour markets, the search for value and travel and tourism trends.
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10 unloved alternative datasets
In honour of Valentine’s Day, here are 10 datasets that deserve more love from investors. They may have failed to win the hearts of data buyers but we think they have some hidden qualities that make them worth another look. -
February notebook: Waterbourne flows + InMarket’s woes
Hear from Neudata's head of research's on the hot trends in alternative data this month. -
Alternative data discontinuations in 2023: for the record
We highlight the key drivers behind these discontinuations, summarise datasets that terminated and discuss some risk factors and market trends to consider throughout 2024. -
Banks vs fintechs: Tracking market share with technographic data
Alternative data that analyses tech stacks can be a useful way to benchmark companies, especially in sectors at risk of disruption. Below, we summarise a paper that uses banks’ technographic profiles as an indicator for loan concentration and market share during Covid-19. -
10 data products that might not survive 2024
After record discontinuations in 2023, we take a look at 10 data offerings that might join the growing list of discontinuations in 2024. -
Location data reckoning: Ripple effects of FTC’s recent activity
Location data has been a riskier category in the past couple of years, but with the FTC announcing charges against Outlogic, formerly X-Mode Social, on January 9th and InMarket on January 17th, it started 2024 with a bang. -
2023 DDQ wrap-up – Key factors in data vendor risk (Part 1)
Assessing vendor compliance means thinking about vendors in the context of the space they exist in. In this report, we look at how vendors of different sizes answered six key questions from our DDQ and the implications for buyers. -
2024 Factbook: Emerging alt data markets
Our proprietary metadata reveals how alt data is developing in new markets around the world, highlighting not only the most popular datasets in each region but also looking at trends in pricing and adoption. -
How climate news affects investment returns
We summarise a study that investigates the relationship between unexpected climate news and equity performance, aiming to quantify climate beta.