The Rise of Private Credit: Opportunity, Opacity, and Emerging Systemic Risks

Corporate credit sits at the center of the modern financial system, channeling trillions in capital between investors and the real economy. Yet as public bond markets and private credit evolve along diverging paths, new vulnerabilities are emerging beneath the surface.

Navigating Geo-Location Data – Part 1: The Opportunity

Navigating Geo-Location Data – Part 1: The Opportunity

This is the first in a two-part blog series where Eagle Alpha’s Director of Data Strategy and Analytics Ronan Crosson shares his insights into the topic of Geo-location data. In this post, Ronan explores the opportunities presented by Geo-location data, specifically...

Alt Data and China: What Investors Need to Know

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

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

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...