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)

Germany Auto components / Thematic (Sector/Industry)

<blockquote><p><em>Honda chose to collaborate with Cruise and GM based on their leadership in autonomous and electric vehicle technology and our shared vision of a zero-emissions and zero-collision world. We will complement their strengths through our expertise in space efficiency and design to develop the most desirable and effective shared autonomous vehicle.</em></p></blockquote><div class="content-remarks"><p>Honda Executive Vice President Seiji Kuraishi</p></div><blockquote><p><em>This is a very unusual partnership. But … we decided to pair up with the hope that this Japan alliance can compete globally…</em></p></blockquote><div class="content-remarks"><p>Junichi Miyakawa, CTO at SoftBank talking about its Toyota alliance </p></div>

Honda chose to collaborate with Cruise and GM based on their leadership in autonomous and electric vehicle technology and our shared vision of a zero-emissions and zero-collision world. We will complement their strengths through our expertise in space efficiency and design to develop the most desirable and effective shared autonomous vehicle.Honda Executive Vice President Seiji KuraishiThis is a very unusual partnership. But … we decided to pair up with the hope that this Japan alliance can compete globally…Junichi Miyakawa, CTO at SoftBank talking about its Toyota alliance 

Autonomous Tech Redefines Global Auto Sector…