Incisive Tactical Asset Allocation and Thematic Research

Firstly, what we don't do - forecasts of GDP, inflation or any other macro variables. We focus instead on analysing consensus expectations, narratives  and positioning to find inflection points, as drivers of asset reallocation flows and hence Alpha generation opportunities.  Our core product is the in-depth and highly readable 12-15 page Market Insight note, covering any macro topic or investment themes which we think most relevant to portfolio returns on a three month to two year investment horizon, such as energy in late 2021 or AI from late 2022.

 

We also regularly offer thought provoking presentations on key themes via our marketing partners. . Our clients, ranging from some of the largest global multi-asset managers to US hedge funds and Asian family offices, tell us that the coverage of key markets trends is unusually thought provoking and cohesive. Above all, we make distinctive market calls and stand behind them, such as the pivot from global tech to energy mean reversion opportunity from mid 2021, reversed in early 2023. ​

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The team is led by founder Sean Maher, who began his career as an analyst with leading commodity market consultancy CRU Group. He has since worked as an equity PM with RLAM, the asset management arm of the UK's largest mutual insurer, in investment banking research with WestLB and Nomura and as consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, and was shortlisted for the 2018 UK Society of Business Economists' Rybzcynski prize. ​

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For Asian clients, an abridged simplified Mandarin version of the core research product is available.