October 2021
Strategy
Gone with the wind
One of our analysts looks at the implications of the shocking rise in energy prices and the opportunities it highlights for investment trusts...
27 Oct
27 Oct
Replay
Slides and Audio: BlackRock Energy and Resources Income
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Events
Six trusts on juicy discounts
Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
06 Oct
06 Oct
September 2021
Features
The European Green deal: when macroeconomics matter
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 Green Deal could be an exception, creating real opportunities across European markets.
13 Sep
13 Sep
Fund Research
BlackRock World Mining
Tailwinds behind BRWM seem undiminished, yet the shares are back on a discount...
29 Sep
29 Sep
March 2021
Strategy
After the storm
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…
17 Mar
17 Mar
Opinion
Gold is money, everything else is on Reddit
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...
24 Mar
24 Mar
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
Features
Mining in 2021: the start of a new cycle?
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 World Mining Trust plc.
26 Mar
26 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
News
Results analysis: BlackRock Energy and Resources Income
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…
12 Feb
12 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
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
Fund Research
Golden Prospect Precious Metals
GPM invests in precious metals miners, focussing on junior miners...
28 Jan
28 Jan
November 2020
Features
Can the energy and resources sectors protect against inflation?
Tom Holl, Co-Portoflio Manager of BlackRock Energy and Resources Income Trust plc explores the hedging potential in commodities and natural resources...
26 Nov
26 Nov
Features
Rebuilding after COVID-19: the role of the mining sector
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 mean for BlackRock World Mining Trust...
11 Nov
11 Nov
Fund Research
BlackRock Energy and Resources Income
The shift towards the energy transition is seemingly already having a positive impact on BERI’s returns…
26 Nov
26 Nov
October 2020
Strategy
Spotlight on discounts
As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
22 Oct
22 Oct
Fund Research
BlackRock World Mining
BRWM offers a unique exposure to themes which look increasingly attractive, on a discount of 11%...
29 Oct
29 Oct
October 2019
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