November 2023
Strategy
LATAM rate cuts and central bank gold buying
We take a look at some of the highlights of our BlackRock event…
10 Nov
10 Nov
Features
The inflation reduction act: one year on
The US’s vast climate change legislation programme is a year old. The team managing the BlackRock Sustainable American Income Trust says the Act is driving innovation in new transition technologies...
03 Nov
03 Nov
September 2022
Strategy
American muscle
Beating US indices is a monumental task. We examine the closed- and open-ended North American sectors to see how they have fared…
07 Sep
07 Sep
Fund Research
BlackRock Sustainable American Income
BRSA’s ESG-conscious approach to US value investing has generated positive near-term returns despite the market rout…
22 Sep
22 Sep
July 2022
Strategy
Ready player one
We wonder where, if anywhere, should investors look for returns after a tumultuous first half of the year…
13 Jul
13 Jul
Head to head
Has the comeback begun?
Our analysts debate whether the market has fully priced in the current inflation and looming recession…
27 Jul
27 Jul
March 2022
Replay
Slides and Audio: BlackRock Sustainable American Income
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
Events
Fifteen ideas for your ISA
Slides and audio from our event last week, featuring fund managers running money in every major market in the world...
23 Mar
23 Mar
February 2022
Strategy
Regime change
Ahead of our spring conference, we ask whether investors need to junk their portfolios and start again…
23 Feb
23 Feb
News
Results analysis: BlackRock Sustainable American Income
Reporting results for the year ending 31 October 2021, BRSA has succeeded in combining sustainable investing with an outperforming value-stock bias…
17 Feb
17 Feb
December 2021
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
Fund Research
BlackRock Sustainable American Income
BRSA’s new sustainable approach to US value investing represents a highly distinct strategy…
15 Dec
15 Dec
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
Strategy
How Do You Like Them Apples
Judging whether the US market is expensive is not as easy as many make it out to be…
17 Nov
17 Nov
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
Fund Research
BlackRock Sustainable American Income
Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….
20 Jul
20 Jul