For the second year running we examine trusts on discounts which, in our view, don't make sense...

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 ...

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 a...

It has been a bumper time for commodities as the global economy recovers and infrastructure programmes support demand, but - says Olivia Markham, Co-Manager of the BlackRock World Mining Trust plc ...

A well-timed shift of emphasis in the mandate has revived BERI’s fortunes…

After a good year in 2020, the mining sector is only in the foothills of a new cycle, driven by economic recovery and green infrastructure investment, says Evy Hambro, Co-Manager of the BlackRock W...

Initial winners in the COVID-19 crisis, gold bullion and gold miners pulled back over H2 2020. Is now an opportune moment to build exposure...

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…

BRWM has delivered strong returns and could continue to do so given the number of tailwinds behind the strategy……

Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...

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…

BRWM is exposed to several powerful themes, and the discount has narrowed decisively…

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...

GPM invests in precious metals miners, focussing on junior miners...

We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…

How sustainability has gone from zero to hero in 2020…

Agricultural and industrial commodities have rallied strongly, but what are the implications for emerging market allocations...?

Tom Holl, Co-Portoflio Manager of BlackRock Energy and Resources Income Trust plc explores the hedging potential in commodities and natural resources...

The shift towards the energy transition is seemingly already having a positive impact on BERI’s returns…

We hear from Olivia Markham, Co-Manager, on how significant budgets from governments worldwide are allocating to infrastructure and a greener economy in the wake of COVID-19 and what this could mea...

BRWM offers a unique exposure to themes which look increasingly attractive, on a discount of 11%...

As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…

Two of our analysts debate who will win the US election and what that means for markets…

Transformational changes, together with a reaffirmed dividend target, mean BERI’s discount could be an attractive entry point…

The fortunes of the mining sector are often associated with economic growth but on the BlackRock World Mining Trust plc, we believe the inherent strength of mining companies has been widely underes...

Sharply increased exposure to gold, and wide discount, make BRWM attractive in current environment…

Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...

Two of our analysts go head-to-head, debating whether gold is the ultimate safe haven asset...

BRWM's wide discount to NAV, in an already under-owned sector, could offer potential for a rerating...

The natural resources sector is changing: investors may want to rethink their long-held views..