An Alt Data Perspective on Reddit, GameStop and the Retail Investor Revolution
The recent short squeeze on hedge fund positions instigated by retail investors on Reddit has garnered many column inches over the last week. However, at Eagle Alpha, we have been helping our clients understand retail investor behaviour for some time now. This week we...
Alt Data and China: What Investors Need to Know
Background Eagle Alpha has been fielding inquiries from clients for many years on alternative datasets that either originate in China or can address investment use cases in China. In general, the queries are broad macro use cases to track the Chinese economy or...
The Low Down On Consumer Transaction Data
Consumer Transaction Data Background Consumer transaction data is one of the most popular and widely deployed types of alternative data by investment managers. The data is also used extensively by corporates with exposure to the retail segment of the economy. Quants...
Alternative Data and Elections
Background The US election is rapidly approaching, and investors are trying to position themselves by using alternative data. Some people argue that it is futile to try and position your portfolio based on the potential outcome of an election. The chart below shows...
A 360 On ESG For Investing
Background ESG has been possibly the most consistent topic of interest to our clients over the last 18 – 24 months. That’s reflected in the AUM numbers with global ESG AUM estimated at $30 trillion according to GSI Alliance. The US alone accounts for $12 trillion of...
A Rundown On Web Crawling For The Buyside
Background: Multiple surveys and our own experience at Eagle Alpha highlights web crawled data as one of the most popular categories of alternative data. There are multiple reasons for this, including breadth of applications, ease of access and low price points. In...
