Russell Clark,
Portfolio Manager
May 2017 The Coming Iron Ore Deficit

“The reality is that the iron ore miners have cut capex as iron ore prices have fallen, but we are now seeing a structural increase in demand as China phases out is own mining industry and India is beginning an infrastructure build.”

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Market Views

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> The Coming Iron Ore Deficit Russell Clark May 2017
> The Capital Destructive Nature of the US Shale Industry Russell Clark May 2017
> Emerging Market debt looks more attractive than US high yield Russell Clark May 2017
> The End of Chinese Yuan Bear Market? Russell Clark April 2017
> Japan - On-the-Ground Observations – Zombie Borrowers and Real Estate Downturn Shannon McConaghy March 2017
> A Bull Case for Europe Stephen Roberts March 2017
> Mall Rats Russell Clark March 2017
> The End of the Bear Market for Iron Ore Russell Clark January 2017