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)

Vietnam Real estate / Thematic (Sector/Industry)

<ul>
<li style="text-align: justify;">Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance art.</li>
<li style="text-align: justify;">As the lack of policy coherence or even consistency becomes painfully clear, investors risk a degree of buyer’s remorse, reflected in the stalling USD, financials etc. rallies.</li>
<li style="text-align: justify;">
Globally, the macro and inflation data surprise indices have spiked further YTD - the turnaround in the Eurozone is the most impressive and least expected by the consensus or…</li>
</ul>


Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance art.
As the lack of policy coherence or even consistency becomes painfully clear, investors risk a degree of buyer’s remorse, reflected in the stalling USD, financials etc. rallies.

Globally, the macro and inflation data surprise indices have spiked further YTD - the turnaround in the Eurozone is the most impressive and least expected by the consensus or…


Vanguard FTSE Emerging Markets ETF (VWO US)

'America First' Agenda Remains Contradictory, Vietnam Trip Notes…