Emerging Markets Asia, and China, in particular, have become a hotbed of activity for alternative data. At Eagle Alpha, we are seeing rocketing demand for data from the region. Initially, this demand was from international managers looking to better understand dynamics on the ground in the region, but increasingly we are seeing local managers show more interest in alternative data. We are seeing the supply side of the market wakening up to this increased thirst for data. The data market in EM Asia is growing in size and sophistication.
EPFR Informa Financial Intelligence – “Euro zone inflation to burn hotter, but ECB rates to stay on ice”
Inflation forecasts for 2022 saw a steady increase across Europe last year, driven in part by bottlenecks in supply chains, and rising energy and food prices. For EPFR-tracked Europe Regional bond funds, the extent of this peak in consumer price expectations across European countries has been reflected by a more pronounced downturn in Active vs Passive fund positioning. Active fund manager sentiment towards countries with higher forecasts, such as the UK, has become more bearish compared against 2020 end-of year allocations. In this example, the spread between these fund groups dropped from +2.9%to -10.5%.
Over the past two years, alternative data sources have proven to offer hugely effective and timely insights for companies wanting to understand the impact of Covid-19. Coming into the winter holiday season, and following on from Black Friday and Thanksgiving, the cracks in the global supply chain have proven to have a devastating impact on commercial sectors, but also disrupting other sectors via a knock-on-effect. Due to this, many industries are now turning to alternative data to further understand this impact.
Welcome to our “2021 Year In Review”. Given Eagle Alpha’s role as the leading alternative data aggregator and advisor, this year’s review will be both insightful into the major themes we observed in 2021 and, as importantly, be inspirational and thought-provoking in how you approach alternative data in 2022.
Coming December 9th! Our 1st Annual Alternative Data Report: 2021 Year In Review. We are delighted to announce that we will be publishing our first annual Alternative Data Report which will provide an overview on What we have seen in 2021, Updates on 2021 predictions, Hot topics (ESG, Legal and Compliance, Inflation, China, App Annie), Data Strategy report summaries, Tech updates, Predictions for 2022.
Available to all readers. Pre-order your copy today!
This blog is based on a webcast hosted in partnership with CAIA Association, where Eagle Alpha’s Director of Dara Strategy and Analytics, Ronan Crosson, spoke alongside Tim Kiely, Lead Data Scientist, at American Securities about using alternative data for...
This blog is based on a webcast hosted in partnership with CAIA Association, where Eagle Alpha spoke alongside strategic partners onefourzero about using alternative data for deal origination and due diligence. The Alternative Data Landscape for Private Equity If we...
On 14th September 2021, the Securities and Exchange Commission (SEC) brought a securities fraud ruling against leading mobile app data provider App Annie and its co-founder and former CEO and Chairman Bertrand Schmitt. The SEC found that at this time the company was “engaging in deceptive practices and making material misrepresentations about how App Annie’s alternative data was derived” that violated anti-fraud provisions of Section 10(b) of the Exchange Act and Rule 10b-5 thereunder.
With an increasing number of internet users moving away from traditional internet channels like desktop computers and towards mobile-only use, app usage data can offer hugely valuable insights into consumer behaviour and company performance through a variety of key performance metrics.