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)

While the soaring price of cryptocurrencies like Bitcoin grabs headlines, the real breakthrough is in blockchain smart contract functionality, such as provided by Ethereum.This means that two untrusted parties can engage in a contract without a third-party enforcement entity, a prospect with huge implications across many industries.In conjunction with AI, distributed, secure digital ledgers are set to transform the economics of sectors like insurance and banking and are thus critical for every…

While the soaring price of cryptocurrencies like Bitcoin grabs headlines, the real breakthrough is in blockchain smart contract functionality, such as provided by Ethereum.This means that two untrusted parties can engage in a contract without a third-party enforcement entity, a prospect with huge implications across many industries.In conjunction with AI, distributed, secure digital ledgers are set to transform the economics of sectors like insurance and banking and are thus critical for every…

Japan Blockchain Ambitions Helping Inflate Cryptocurrency Bubble…