November 2024
Fund Research
Portfolio update: BlackRock Latin American
BRLA’s wide discount is coupled with cheap underlying markets…
19 Nov
19 Nov
Features
Mind the Gap
Soaring demand and constrained supply support a positive outlook for the commodities sector…
24 Nov
24 Nov
Features
Artificial intelligence & mined commodities: How the future and the past work together
AI and mining: A relationship boosting efficiency and powering data centres...
01 Nov
01 Nov
News
Results analysis: BlackRock Greater Europe
BRGE’s outperformance is driven by its portfolio of global leaders in their fields…
08 Nov
08 Nov
October 2024
Guides
Investing in frontier markets with investment trusts
How investment trusts provide exposure to the dynamic economies in frontier markets…
13 Oct
13 Oct
Trust issues
Trust Issues: Investing in commodities with BRWM manager Olivia Markham
We speak to Olivia Markham, co-manager of BlackRock World Mining, about the opportunity for investors in the commodities sector...
16 Oct
16 Oct
Features
Why frontier markets have such a big role to play in global trends
Global changes and supply chain tensions; could smaller markets see growth?
25 Oct
25 Oct
Features
How BlackRock provides dividends alongside capital growth
UK companies have a lengthy history of paying dividends, which makes UK equities a fertile hunting ground for those investors looking for long-term growth in their income and capital. However, a perennial criticism of income investing in the UK market is that dividends are concentrated in a handful of companies and sectors, leaving income-seeking portfolios unbalanced. We have designed the investment process on the BlackRock Income & Growth Investment Trust to avoid this pitfall...
18 Oct
18 Oct
Features
Investing in the smaller markets of Latin America
Brazil may be the largest economy and stock market in Latin America, but that is not to say that there aren’t rich investment opportunities across other parts of the region. In countries such as Colombia, Argentina or Chile, investors can get exposure to natural resources, technological innovation and emerging consumer strength. These smaller markets bring a new dimension to the BlackRock Latin American Investment Trust...
11 Oct
11 Oct
Features
Three key investment themes in European stock markets
The recent French election has created significant disruption in European stock markets (1). On the BlackRock Greater Europe Trust, we choose not to try and anticipate these short-term movements, but instead to look for areas of structural growth and investment themes that can transcend short-term political and economic disruption...
04 Oct
04 Oct
Features
Investing in US markets: Why AI isn't the only source of growth
Investors have narrowly focused on a single growth theme in US markets: AI. In reality, the US has many pockets of structural growth, which can bring opportunities for those investing in North American equities. Demographic shifts and innovation are supporting the healthcare sector, for example, while supply chain changes are supporting a range of industrial companies. Decarbonisation is an important source of growth. There are also clear opportunities in AI beyond the narrow range of infrastructure companies that have led the pack to date...
04 Oct
04 Oct
September 2024
Fund Research
Portfolio update: BlackRock Income & Growth
BRIG’s balanced, style-agnostic approach could fare well in a ‘goldilocks’ environment…
05 Sep
05 Sep
Features
Mined commodities are speeding up the energy transition
Mining has a reputation as a cyclical sector, expanding when economic growth is buoyant and slipping as economies contract. However, today, the dynamics of the mining sector are more complex and nuanced, with the energy transition, shifting geopolitics and even the AI revolution changing the demand patterns for mined commodities...
28 Sep
28 Sep
Features
Can investing in frontier markets enhance your portfolio?
Emerging markets are a rich source of potential investment opportunities, but investors may be neglecting some of their most attractive sources of growth. Funds often focus principally on the largest markets – China, India or Taiwan. Looking into the world’s smallest markets – the frontier economies - brings something new and truly different to a portfolio, we believe...
27 Sep
27 Sep
Features
Diversifying your portfolio to get the best from US equities
The US continues to be a popular choice for investors...
27 Sep
27 Sep
Features
Where strength lies in small caps: a BlackRock assessment
The smaller company landscape in the UK is truly diverse, with a breadth of sectors represented. This makes it a fertile hunting ground for active stockpickers investing for long-term growth: it is possible to sidestep sectors that are struggling, and target sectors with stronger growth prospects. However, at the moment, it is possible to be optimistic in most areas within smaller companies...
20 Sep
20 Sep
Features
A golden opportunity
Why the UK small-cap sector looks set to shine…
19 Sep
19 Sep
Features
Why are domestic smaller companies providing refreshed opportunities?
UK smaller companies are often seen as a play on the domestic UK economy, but in reality on the BlackRock Throgmorton Trust (THRG), we always have the choice to invest in more internationally-focused companies if that is where we see investment opportunities. However, at the moment we see the best prospects for long-term capital growth in the domestic market. Why?
13 Sep
13 Sep
Fund Research
BlackRock Greater Europe
BRGE is a focused portfolio of leading European companies...
25 Sep
25 Sep
August 2024
Features
How does investment in mining companies help with the energy transition?
The energy transition is a complex, once-in-a-lifetime shift, with many moving parts. ‘Green’ energy companies battery storage companies, energy efficiency and technology groups will all play a role and are a significant area of investment within the BlackRock Energy & Resources Investment Trust (BERI). However, it is clear that the mining sector will also have a crucial role in enabling decarbonisation...
23 Aug
23 Aug
News
Flash update: BlackRock Frontiers
BRFI’s unique investment universe has the wind in its sails…
06 Aug
06 Aug
July 2024
Features
A bucketful of opportunity
How investors can harness the attractive secular growth drivers in emerging markets…
29 Jul
29 Jul
Features
Is Brazil an untapped investment opportunity?
The opportunity that investing in Brazil provides is becoming more evident and the BlackRock Latin American Investment trust is at the forefront of its emergence...
26 Jul
26 Jul
Features
Looking beyond the obvious for investing in Europe
A lot has been said about the concentration in the US markets, but investors in European markets have also been focused on a handful of companies. These ‘Granolas’ may be more diversified than the technology-focused Magnificent Seven – and not as expensive – but the focus on them suggests investors remain nervous about branching out. However, there are a few reasons this may change in the coming months...
26 Jul
26 Jul
Features
It pays to be patient: why dividend growth stocks are worth a look
The FTSE 100 may have hit new highs in recent weeks, but there is a tougher reality behind the jubilant headlines. Until recently, the UK stock market had been in the doldrums, unloved by domestic and international investors. However, a combination of merger and acquisition activity, share buy back activity and an improving domestic economy may be helping it revive...
19 Jul
19 Jul
June 2024
Features
The New UK ISA
The new “British ISA” – what is it and why is it important?
28 Jun
28 Jun
Features
BlackRock Latin American Investment trust: A Look Ahead for 2024
Latin American economies welcomed 2024 with new economic vigour. They have shaken off a legacy of economic mismanagement, and now look set to play a new role in the global economy. The region’s economies are broadening out from their traditional commodity base, bringing a dynamism to the region and a breadth of choice for investors...
28 Jun
28 Jun
Features
Why investment trusts can be an ideal vehicle for ISA investors
For more than 150 years, the investment trust sector has thrived, surviving wars, financial crises, epidemics and demonstrating a remarkable ability to evolve and remain relevant...
21 Jun
21 Jun
Features
BlackRock Income & Growth Investment trust: A Look Ahead for 2024
David Goldman, manager of the BlackRock Income & Growth Investment Trust gives his perspective on the year ahead...
21 Jun
21 Jun
