• Russell Clark Investment Management is an investment company that provides money management expertise to eligible counterparties and professional clients.

    Total assets under management are over USD 290m as at 31st March 2021.

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  • Russell Clark
    CEO, CIO

    March 2021 The Collapse of Socialism, Wage Inflation and Food Inflation

    "If Chinese policymakers are looking to promote growth, they could look at the US in the 1930s for ideas."

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  • Russell Clark
    CEO, CIO

    March 2021 The Bear Case for Gold

    "The price of a Big Mac should match up with not only the cost of food, but prevailing wages and rent. In 2000 one ounce of gold bought 100 Big Macs. This increased to 400 by 2010. Currently it buys 350."

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  • Russell Clark
    CEO, CIO

    February 2021 The End of the Japanese Farmland Bear Market

    "Japanese farmland is difficult to purchase, even for Japanese nationals. So how can you get exposure to a rise in farmland values?"

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  • Russell Clark
    CEO, CIO

    February 2021 Food Inflation and Asset Markets

    "The intriguing thing about food inflation is that it seems to match up much more closely with US bond yields than any other commodity."

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  • Russell Clark
    CEO, CIO

    December 2020 Cornswaggled!

    "When China turned from an exporter of oil and iron ore in the early 2000s, it transformed both markets. It seems that China becoming a net importer of corn could also potentially transform grain markets."

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