March 2021
Replay
Slides and Audio: BlackRock World Mining
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
11 Mar
11 Mar
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
News
Results analysis: BlackRock World Mining
BRWM has delivered strong returns and could continue to do so given the number of tailwinds behind the strategy……
12 Mar
12 Mar
February 2021
Strategy
Eye of the Pfizer
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
10 Feb
10 Feb
Fund Research
BlackRock World Mining
BRWM is exposed to several powerful themes, and the discount has narrowed decisively…
10 Feb
10 Feb
January 2021
Strategy
Kepler's top-rated investment trusts for 2021
We update our annual quantitative ratings for investment trusts…
20 Jan
20 Jan
Strategy
This time next year Rodney...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
06 Jan
06 Jan
August 2020
Strategy
Has the time come for Europe?
With mutual eurozone debt established all eyes are on the continent once more; but what will drive relative returns?
19 Aug
19 Aug
Head to head
Trump v. Biden
Two of our analysts debate who will win the US election and what that means for markets…
26 Aug
26 Aug
July 2020
Strategy
A game of four quarters
Seven trusts, two quarters. Are our team still happy with their trust picks for 2020?
21 Jul
21 Jul
Strategy
Oh the humanity...
We consider two strategies to cope with markets which, boosted by massive government support, may be witnessing the start of a ‘melt-up’ which may be followed swiftly by a melt-down...
01 Jul
01 Jul
Opinion
To be, or not to be (geared), that is the question
Gearing is part of the toolkit that trusts use to outperform OEICs. But how is it best implemented?...
29 Jul
29 Jul
November 2019
Features
Global megatrends and mining
08 Nov
08 Nov
October 2019
Strategy
Life on Mars: could inflation take us back to the '70s?
We discuss two potential catalysts for inflation - and the assets that could offer a hedge against it...
16 Oct
16 Oct
Head to head
All that glitters? The case for and against gold
Two of our analysts go head-to-head, debating whether gold is the ultimate safe haven asset...
30 Oct
30 Oct
Fund Research
BlackRock World Mining
BRWM's wide discount to NAV, in an already under-owned sector, could offer potential for a rerating...
23 Oct
23 Oct
January 2019
Features
Can metals be made to shine?
The team at BlackRock World Mining say lessons have been learned from the recent downturn, and highlight opportunities they see in the sector...
02 Jan
02 Jan
Features
Olivia Markham: The case for energy
Confidence is returning to the energy sector, says portfolio manager Olivia Markham, while mining may not have reached its peak...
02 Jan
02 Jan
December 2018
Year in review
Why did the chicken cross the road?
Because he was so bored of reading newspapers devoted entirely to Brexit he was hoping he’d be hit by a truck.
24 Dec
24 Dec
Strategy
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...
05 Dec
05 Dec