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..

BRWM provides a diversified investment in mining and metal assets worldwide, actively managed with the objective of maximising total returns...

The team at BlackRock World Mining say lessons have been learned from the recent downturn, and highlight opportunities they see in the sector...

Confidence is returning to the energy sector, says portfolio manager Olivia Markham, while mining may not have reached its peak...

Celebrating its 25th anniversary this year, the team has demonstrated a strong track-record and is now one of the most experienced specialist teams globally

2017 represented a return to outperformance for the managers, as well as marking another very strong performance in absolute terms

Searching for the Tesla of tomorrow…

As equity valuations continue to defy logic, we identify the trusts least correlated to their fortunes...

Our event in June saw eight of the UK's most experienced fund managers discuss the outlook for each major asset class...

We ask the top managers in each sector, region and asset class where they see the opportunities in the months ahead...

We reveal the true extent of stock concentration among UK equity income funds and identify three trusts which offer a fantastic alternative...

Our roundup of the experts' views sees light at the end of the mineshaft for BlackRock World Mining, and a return to form for Harry Nimmo...

Fidelity Special Values, one of the five ‘contrarian plays on big discounts’ we highlighted in April, has come in sharply since we tipped it for greatness.

Contrarian investment ideas on big discounts.