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

China’s Social Credit System planned to be in full operation by 2020 is a radical step toward a new model of integrated, big data-enabled economic as much as political oversight.While seen as ‘Orwellian’, it should also introduce unprecedented transparency for citizens and overall could do much to dilute the corrupting impact of ‘guanxi’ in Chinese culture.A key aim is to use AI led technology to rebuild weak social trust – data will be used to encourage good corporate behaviour and ‘hard code’…

China’s Social Credit System planned to be in full operation by 2020 is a radical step toward a new model of integrated, big data-enabled economic as much as political oversight.While seen as ‘Orwellian’, it should also introduce unprecedented transparency for citizens and overall could do much to dilute the corrupting impact of ‘guanxi’ in Chinese culture.A key aim is to use AI led technology to rebuild weak social trust – data will be used to encourage good corporate behaviour and ‘hard code’…

China Social Ratings Matter More Than Moody's, Fed Models Broken?