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Vantage: ToscaFund Hong Kong’s CIO Mark Tinker on returning to normal

Vantage: ToscaFund Hong Kong’s CIO Mark Tinker on returning to normal

In this video, Mark Tinker discusses the return to a normal investing environment after a decade of unusual monetary and fiscal conditions. He emphasizes the importance of fundamental analysis, balance sheets and cash flows, and highlights potential growth areas such as emerging markets, consumer growth, European banks, and energy and global resources, which have attractive payback due to cash flow and dividend yields. Tinker constructs a portfolio of exchange-traded funds to capture the beta from these themes. He also discusses the geopolitical environment, the petrodollar’s loss of dominance, and BRICS and the Middle East looking attractive due to continued investment in the Belt and Road Initiative.

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