Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

<ul>
<li>As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have soared 4x in three months, driving a short squeeze in sterling.</li>
<li>The Fed has reaffirmed the beginning of its balance sheet rundown and up to 100bps on rates by end 2018 – like the ‘surprise’ oil rally over the past month, a USD one may be imminent.</li>
<li>As in the UK, US trend GDP and productivity growth has slowed, and monetary policy can do very little to boost it…</li>
</ul>


As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have soared 4x in three months, driving a short squeeze in sterling.
The Fed has reaffirmed the beginning of its balance sheet rundown and up to 100bps on rates by end 2018 – like the ‘surprise’ oil rally over the past month, a USD one may be imminent.
As in the UK, US trend GDP and productivity growth has slowed, and monetary policy can do very little to boost it…


Macro Funds Lose Faith, Precision Farming Revolution Looms

United States

KMG Chemicals, Inc. manufactures, formulates, and distributes specialty chemicals for a range of industries, including electronics, industrial wood preservation, and industrial lubricant markets. The Company also formulates and blends acids, solvents, and other wet chemicals used to etch and clean silicon wafers in the production of semiconductors, photovoltaics, and flat panels.

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Kmg Chemicals (KMG US)

Macro Funds Lose Faith, Precision Farming Revolution Looms

As more macro funds shut their doors in despair, global rate and FX volatility has revived as the BoE turned hawkish - 2-yr gilt yields have...

Sean Maher

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52-week Range

Market Cap (USDm)

P/E

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