Fund Profile
BlackRock Energy and Resources Income 02 February 2018
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Fund History
23 Aug 2024
How does investment in mining companies help with the energy transition?
The energy transition is a complex, once-in-a-lifetime shift, with many moving parts. ‘Green’ energy companies battery storage companies, energy efficiency and technology groups will all play a role and are a significant area of investment within the BlackRock Energy & Resources Investment Trust (BERI). However, it is clear that the mining sector will also have a crucial role in enabling decarbonisation...
31 May 2024
BlackRock Energy & Resources Income Trust: A Look Ahead for 2024
The remainder of 2024 looks set to be volatile, with geopolitical tensions and a major election in the US likely to create noise. The energy sector is always vulnerable to short-term shifts in sentiment and changing views on the outlook for global growth, but the long-term trends are strong, as demand expands and supply remains constrained...
29 Apr 2024
Fund Analysis
BERI has raised its dividend target as secular tailwinds gather…
06 Mar 2024
Gimme shelter
Growth opportunities to re-invest those magnificent profits into...
12 Mar 2024
BlackRock Energy & Resources Income
Mark Hume
Rewatch this webinar as part of our month-long online series 'Themes for your ISA in 2024' hosted by the team at Kepler Trust Intelligence throughout March...
Watch Recording
01 Feb 2024
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb 2024
Bring some yin-yang into your portfolio in 2024
Inherent contradictions within portfolios can give them stability in a polarised world...
17 Jan 2024
Top of the Pops
We reveal the winners of our investment trust ratings for 2024…
14 Dec 2023
Fund Analysis
BERI’s managers are once again adding to energy transition stocks…
12 May 2023
The year ahead in natural resources
2022 saw an acceleration of the energy transition, as the war in Ukraine prompted a wholesale re-evaluation from governments of the way they source and use energy, says Mark Hume, manager of the BlackRock Energy and Resources Income Investment trust.
23 Mar 2023
A feast for your ISAs – the second course
Dividends, UK small caps, energy and more…
16 Mar 2023
BlackRock Energy & Resources Income - targeting the heart of the global economy
Tom Holl
Rewatch this webinar from our month-long online series 'A feast of ideas for your ISA' hosted by the team at Kepler Trust Intelligence throughout March...
Watch Recording
08 Mar 2023
The next supercycle
Our research suggests a structrual tailwind could support the prospects for commodities throughout the next decade...
06 Mar 2023
Fund Analysis
BERI offers a pragmatic and realistic approach to the net-zero investment theme…
10 Feb 2023
Results analysis: BlackRock Energy and Resources Income
BERI has had another strong year with the share price more than doubling over the past two financial years…
11 Jan 2023
Solving the Rubik’s Cube
We reveal the winners of our investment trust ratings for 2023…
04 Nov 2022
The future of the energy market
The energy sector has been weaker in recent months as investors have started to anticipate significantly weaker global growth. Cyclicality has been a persistent feature of commodity markets and they will not be immune in an economic downturn. However, recent weakness in the energy sector is obfuscating some very important structural issues. Such is the tightness in global energy markets and we believe the outlook is becoming increasingly constructive, says Mark Hume, co-manager of the BlackRock Energy and Resources Income Trust plc...
06 Jul 2022
Fund Analysis
BERI appears to be riding the crest of a wave…
29 Jun 2022
Reality check
Advocates of a green revolution have had a tough ride in recent months as 'dirty’ energy stocks have rebounded sharply, underlining the need for an environmentally conscious approach which follows both the head and the heart…
17 Jun 2022
The three key changes in the energy sector for the year ahead
The way countries source energy is under scrutiny as the Ukraine crisis has exposed the vulnerability of supply. Mark Hume, Co-Manager of the BlackRock Energy and Resources Income Trust plc, explains how the invasion of Ukraine is changing the energy landscape...
11 May 2022
Catch a tiger by the tail
As inflation bites harder than it has for decades, we consider the best ways for investors to hang on to their capital...
17 Mar 2022
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
07 Feb 2022
Results analysis: BlackRock Energy & Resources Income
BERI has had a strong year thanks to the managers’ flexible approach towards navigating the path to net zero…
24 Nov 2021
Fund Analysis
Pragmatic active management has meant BERI’s managers have navigated recent months well…
24 Nov 2021
Holding back the tears
While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…
27 Oct 2021
Gone with the wind
One of our analysts looks at the implications of the shocking rise in energy prices and the opportunities it highlights for investment trusts...
06 Oct 2021
Slides and Audio: BlackRock Energy and Resources Income
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
13 Sep 2021
The European Green deal: when macroeconomics matter
Macroeconomic factors do not normally play a significant role for stock pickers. However, says Stefan Gries, Co-Portfolio Manager on the BlackRock Greater Europe Investment Trust plc, the European Green Deal could be an exception, creating real opportunities across European markets.
09 Aug 2021
The journey to net zero
The world’s energy mix is changing, but the transition to renewables is a process that demands the coordination of all stakeholders. Investing through an evolution such as this requires a nuanced approach, says Mark Hume, Co-Portfolio Manager of the BlackRock Energy and Resources Income Trust plc...
10 Jun 2021
Green is good!
2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
27 Apr 2021
Fund Analysis
A well-timed shift of emphasis in the mandate has revived BERI’s fortunes…
24 Mar 2021
Shoot to Thrill: ISA targets for long term growth
We all intend to invest for the long-term but can often be distracted by the news...
17 Mar 2021
After the storm
We look at the outlook for dividends in the UK commercial property sector and consider how the portfolio of the future will look after COVID…
12 Feb 2021
Results analysis: BlackRock Energy and Resources Income
With a strong track record behind it, BERI offers investors the chance to capitalize on the shift to a low carbon world, while offering high levels of income…
14 Jan 2021
Get 'em while they're hot!
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
16 Dec 2020
My haven’t you grown!
How sustainability has gone from zero to hero in 2020…
26 Nov 2020
Can the energy and resources sectors protect against inflation?
Tom Holl, Co-Portoflio Manager of BlackRock Energy and Resources Income Trust plc explores the hedging potential in commodities and natural resources...
26 Nov 2020
Fund Analysis
The shift towards the energy transition is seemingly already having a positive impact on BERI’s returns…
15 Oct 2020
Nice guys finish first
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
15 Jul 2020
Why stagflation is likely and how to protect your portfolio from it
Our analysis suggests a combination of cost-push inflation and economic hardship could lead to a short, but unpleasant, period of stagflation...
09 Jul 2020
The next big thing: two mega-trends that everyone should own
Tech has beaten almost everything hands down – but nothing lasts forever. Where else should investors be looking for secular growth themes?
07 Jul 2020
Fund Analysis
Transformational changes, together with a reaffirmed dividend target, mean BERI’s discount could be an attractive entry point…
05 Jun 2020
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
01 Oct 2019
Natural resources - time for another look?
The natural resources sector is changing: investors may want to rethink their long-held views..
12 Jun 2019
Fund Analysis
A conviction-led approach to delivering a high income from the global mining and energy sectors...
06 Feb 2019
Income for the long haul
With 'ISA season' looming we identify investment trusts which offer long-term, dependable income streams for yield-hungry investors...
01 Feb 2019
Fund Analysis
A conviction-led approach to delivering a high income from the global mining and energy sectors...
05 Dec 2018
Surf's up
As rough markets drive share price volatility up, we use a proprietary statistical technique to highlight trusts which have rarely looked cheaper...
15 Aug 2018
Fund Analysis
A high conviction approach aiming for a strong income from the global mining and energy sectors, with a good track record of outperformance – particularly in flat or falling markets...
02 Feb 2018
Fund Analysis
A high conviction approach aiming for a high income from the global mining and energy sectors with a good track record of outperformance – particularly in flat or falling markets...
09 Jan 2018
The Income Diversifiers Conference
CPD certificate, speaker presentations and slides...
29 Jun 2017
Fund Analysis
21 May 2017
Brave new world
We ask the top managers in each sector, region and asset class where they see the opportunities in the months ahead...
About the Author
William Heathcoat Amory
William Heathcoat Amory is a co-founding partner of Kepler Partners LLP and leads the Kepler investment trust research team. William has over 20 years of experience as an investment company analyst. Prior to co-founding Kepler Partners in 2008, he was part of the Extel number 1 rated research team at JPMorgan Cazenove.