Founder, Market Thinker

Mark Tinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Founder

Market Thinker

Making Sense of the Narrative

Macroeconomics

<ul><li>Central to Market Thinking is the notion that there are Three Tribes at work in markets – the short term leveraged traders, the medium term asset allocators and risk managers and the long term investors.</li><li>Sometimes they all move in harmony, making for powerful momentum markets, but more often they move in some form of discord.</li><li>Understanding which of the tribes is driving markets at any time is thus central to Market Thinking.</li></ul>

Central to Market Thinking is the notion that there are Three Tribes at work in markets – the short term leveraged traders, the medium term asset allocators and risk managers and the long term investors.Sometimes they all move in harmony, making for powerful momentum markets, but more often they move in some form of discord.Understanding which of the tribes is driving markets at any time is thus central to Market Thinking.

A Tale of Two Systems