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>January started the year strong in markets as the mean reversion trades we suggested likely in our year ahead piece all seem to have happened, with markets in January producing pretty much the inverse of 2022, in other words a month in which almost everything went up, except for the $, as shown in the following chart, courtesy of Redburn.</li><li>Last year, the traders beat the asset allocators hands down.</li><li>So far this year, it’s the other way around, with some extremely painful moves for some of the short term traders and some welcome relief for the 60:40 crowd.</li></ul>

January started the year strong in markets as the mean reversion trades we suggested likely in our year ahead piece all seem to have happened, with markets in January producing pretty much the inverse of 2022, in other words a month in which almost everything went up, except for the $, as shown in the following chart, courtesy of Redburn.Last year, the traders beat the asset allocators hands down.So far this year, it’s the other way around, with some extremely painful moves for some of the short term traders and some welcome relief for the 60:40 crowd.

February Market Thinking