February 2024
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
Session
BlackRock Energy & Resources Income
Recorded
12 Mar
Recorded
12 Mar
March 2023
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…
17 Mar
17 Mar
Fund Research
BlackRock Energy and Resources Income
BERI offers a pragmatic and realistic approach to the net-zero investment theme…
06 Mar
06 Mar
Session
BlackRock Energy & Resources Income - targeting the heart of the global economy
Recorded
16 Mar 2023
Recorded
16 Mar 2023
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
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
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
September 2021
Events
Now that's what I call a discount 2021!
For the second year running we examine trusts on discounts which, in our view, don't make sense...
23 Sep
23 Sep
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
March 2021
Strategy
Shoot to Thrill: ISA targets for long term growth
We all intend to invest for the long-term but can often be distracted by the news...
24 Mar
24 Mar
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