Our blog discusses tech investment’s unique blend of challenges and opportunities, its high valuations, and the need for detailed analysis and innovation.
Blog
The Impact of Alternative Data on Healthcare
The impact of alternative data on healthcare and biomedicine for tech-driven, personalized treatments, among other innovative applications.
Alternative Data Use for Macro Investors
Our blog discusses the use of alternative data by macro funds, as COVID-19 and supply disruptions boost demand for inflation and supply chain insights.
Alternative Data Through a Compliance Lens
Our blog details key events shaping data compliance, with regulators now scrutinizing high-risk data sources and regional laws affecting global fund strategies.
Alternative Data for Economic Trade
A blog highlighting the importance of early and accurate forecasts of global trade flows for understanding economic activity at both macro and micro levels.
Surveyor Release: Alternative Data Compliance Tool
Eagle Alpha announces Surveyor, a new product enhancing due diligence and communication for alternative data buyers and vendors, focusing on compliance.
Alternative Data Regulator Focus: TikTok
Our blog compares Big Tech’s data collection, including Facebook, Instagram, and TikTok, highlighting differences in data types, alternative categories, and potential uses.
Alternative Data Industry Report 2022
Eagle Alpha’s annual report highlights alternative data industry growth, M&A trends, key research, and efforts to meet buyer/vendor needs with new product features.
Alternative Data M&A is Heating Up: Looking Back and Ahead
New industries are typically fragmented with numerous small players competing for market share. Industries then consolidate as they become more mature. According to A.T. Kearney’s study, all industries go through a consolidation life cycle which consists of five stages – opening, plateau, concentration, dominance, and reopening. Every company in every industry goes through these stages or disappears. Increased competition, changing regulations, new technologies, and increasing customer sophistication is putting pressure on today’s technology leaders and alternative data vendors. Companies would mostly pursue mergers and acquisitions to gain scale advantages and accelerate growth. A size advantage often lowers costs leading to competitive advantage and to competitive price setting.
Satellite Data for Investors
Our blog dives into satellite data’s impact on asset management since 2010, from CNBC’s reports on surveillance techniques to UBS using it to estimate Walmart’s revenues.