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
November 2022
Features
The mining sector: cyclical weakness versus structural strength
It has been a tougher time for certain commodities in recent months as fears over the global economy mount. The longer-term outlook for the mining sector is still buoyant, argues Evy Hambro, co-manager of the BlackRock World Mining Trust...
18 Nov
18 Nov
Features
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...
04 Nov
04 Nov
June 2022
Strategy
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…
29 Jun
29 Jun
Features
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...
17 Jun
17 Jun
Fund Research
BlackRock World Mining
BRWM is providing the best of both worlds: growth and income…
01 Jun
01 Jun
March 2022
Strategy
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...
17 Mar
17 Mar
Replay
Slides and Audio: BlackRock World Mining
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...
25 Mar
25 Mar
News
Results analysis: BlackRock World Mining
BRWM reports another strong year, and a dividend increase of 109%...
11 Mar
11 Mar
November 2021
Strategy
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…
24 Nov
24 Nov
Fund Research
BlackRock Energy and Resources Income
Pragmatic active management has meant BERI’s managers have navigated recent months well…
24 Nov
24 Nov