December Tidbits: 2018 trends and 2019 predictions
Daryl Smith, CFA, Head of Research (London)
Season’s greetings from Neudata!
Whether you’re in the midst of wrapping presents, tucking into a mince pie, or roller-skating to church, I’m sure every reader of this email has the same thought at this festive time of year:
“What were the key themes in alternative data in 2018?”
For those people, Christmas has well and truly come early. So grab a glass of eggnog and read on…
Steady-state trends
Firstly, when we take a look at the supply-side (i.e. data vendors under our coverage), we’ve noticed that three persistent themes have stayed static this year vs 2017: