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

Macroeconomics

The 20th anniversary of the Asian crisis is notable because it reshaped global capital flows, driving mercantilist policies and a surge in Asian official reserves as a bulwark against another shock.Asian governments committed to never being vulnerable to speculative attack again, but in the process of recycling ever rising current account surpluses helped fuel the 2008 financial chaos.We’ve seen a burst of rate volatility as central bank messaging turns more nuanced coinciding with ‘must own’…

The 20th anniversary of the Asian crisis is notable because it reshaped global capital flows, driving mercantilist policies and a surge in Asian official reserves as a bulwark against another shock.Asian governments committed to never being vulnerable to speculative attack again, but in the process of recycling ever rising current account surpluses helped fuel the 2008 financial chaos.We’ve seen a burst of rate volatility as central bank messaging turns more nuanced coinciding with ‘must own’…

Asian Crisis Still Resonates, as Tech Stalls and Saudi Becomes Tail Risk…