• 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 260m as at 30th June 2020.

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  • Russell Clark
    CEO, CIO

    July 2020 Could We See a Natural Gas Shortage in the US?

    "Small declines in natural gas production can have an outsize effect on supply in the peak winter season"

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  • Russell Clark
    CEO, CIO

    July 2020 What if the Hong Kong Dollar Repegs to the Renminbi?

    "If US sanctions deny Hong Kong access to the US dollar, it could repeg to the Chinese Yuan. How would this impact dual listed equities?"

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  • Russell Clark
    CEO, CIO

    June 2020 Why is the Yen no Longer a Good Hedge?

    "If Japan is seen as a safe place to travel, then we may well see Yen strengthen."

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  • Russell Clark
    CEO, CIO

    June 2020 China USA Inflection Point

    "Demand for funds in China, without central bank monetisation, has led to a rise in interest rates, whereas the USA has seen rates fall."

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  • Russell Clark
    CEO, CIO

    May 2020 Macro Trends and Macro Trading

    "The last 20 years can be divided into two distinct halves, and each is the total opposite of the other."

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