November 2024
Features
Golden Prospect Precious Metals Manager Insights
Amidst US Elections, UK Budgets and the Q3 Reporting Season, gold miners are experiencing some of the strongest free cash flow levels on record…
15 Nov
15 Nov
Features
Artificial intelligence & mined commodities: How the future and the past work together
AI and mining: A relationship boosting efficiency and powering data centres...
01 Nov
01 Nov
October 2024
Strategy
Cream of the crop
We identify those trusts that use the distinctive features of investment trusts to the full…
30 Oct
30 Oct
Strategy
Going, going, gold!
We ask if gold can continue to rise from all-time highs…
09 Oct
09 Oct
Trusts in focus
Trusts in Focus: Golden Prospect Precious Metals
We provide a brief overview of GPM, including its investment objective, performance and portfolio allocations...
30 Oct
30 Oct
Trust issues
Trust Issues: Investing in commodities with BRWM manager Olivia Markham
We speak to Olivia Markham, co-manager of BlackRock World Mining, about the opportunity for investors in the commodities sector...
16 Oct
16 Oct
September 2024
Features
Mined commodities are speeding up the energy transition
Mining has a reputation as a cyclical sector, expanding when economic growth is buoyant and slipping as economies contract. However, today, the dynamics of the mining sector are more complex and nuanced, with the energy transition, shifting geopolitics and even the AI revolution changing the demand patterns for mined commodities...
28 Sep
28 Sep
Features
Fed Cuts Push Gold Higher
Robert Crayfourd and Keith Watson, co-managers of the Golden Prospect Precious Metals fund, which has recorded an over 30% share price increase Year-to-Date, provide their insights...
27 Sep
27 Sep
Fund Research
Golden Prospect Precious Metals
With gold at all-time highs, GPM’s portfolio of gold miners looks cheap…
26 Sep
26 Sep
August 2024
Features
Gold at all time highs, the miners yet to follow
Robert Crayfourd and Keith Watson, co-managers of the Golden Prospect Precious Metals fund provide their insights...
30 Aug
30 Aug
Features
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...
23 Aug
23 Aug
May 2024
Features
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...
31 May
31 May
Features
BlackRock World Mining Trust: A Look Ahead for 2024
The mining sector is not homogenous. On the BlackRock World Mining Trust, we believe this year its fortunes may be particularly disparate, as a range of factors weigh on individual commodities and regions. As we see it, there are three key factors that will determine the performance of mining companies for the remainder of 2024: geopolitics, global growth and infrastructure spending...
24 May
24 May
April 2024
Head to head
Is ESG finished?
Two of our analysts debate whether it’s time to give up on ESG…
24 Apr
24 Apr
Fund Research
BlackRock Energy and Resources Income
BERI has raised its dividend target as secular tailwinds gather…
29 Apr
29 Apr
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
March 2024
Strategy
Roller coaster ride
Thematic funds have seen significant outflows over the past two years…
13 Mar
13 Mar
Strategy
Gimme shelter
Growth opportunities to re-invest those magnificent profits into...
06 Mar
06 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
February 2024
Strategy
Rise of the Machines
We look at some potentially exciting technology themes outside of the AI realm and share ways for investors to gain exposure without the hefty price tag…
14 Feb
14 Feb
Strategy
Bring some yin-yang into your portfolio in 2024
Inherent contradictions within portfolios can give them stability in a polarised world...
01 Feb
01 Feb
News
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb
01 Feb
June 2023
Features
Demand for mined commodities from the energy transition
After a strong year for the mining sector in 2022, supply and demand dynamics are likely to remain favourable in the year ahead, with gold acting as a ballast for the portfolio, says Olivia Markham, manager of the BlackRock World Mining Trust…
02 Jun
02 Jun
Fund Research
BlackRock World Mining
BRWM remains well placed to benefit from tight commodity markets…
23 Jun
23 Jun
March 2023
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Strategy
The next supercycle
Our research suggests a structrual tailwind could support the prospects for commodities throughout the next decade...
08 Mar
08 Mar
Blog
A feast for your ISAs – the second course
Dividends, UK small caps, energy and more…
23 Mar
23 Mar
News
Results analysis: BlackRock World Mining
2022 represented another strong year for BRWM’s NAV and share price…
07 Mar
07 Mar