November 2022
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
Fund Research
BlackRock Throgmorton Trust
THRG’s manager argues macro is driving short-term volatility, but fundamentals should prevail in the long term…
04 Nov
04 Nov
September 2022
Replay
Slides and Audio: BlackRock Greater Europe
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 20 September...
28 Sep
28 Sep
Features
The small cap advantage
Smaller companies have shown their mettle through the pandemic. This is no accident, says Roland Arnold, portfolio manager of the BlackRock Smaller Companies Trust plc, these are dynamic and nimble businesses, that use capital effectively to drive innovation and deliver sustainable long-term growth...
02 Sep
02 Sep
Features
Dividends: a friend for tough times
At a time of higher inflation and interest rates, investors may start to prioritise dividends, says David Goldman, co-manager on the BlackRock Income & Growth Investment Trust plc. However, selectivity is vitally important…
02 Sep
02 Sep
Fund Research
BlackRock Income & Growth
BRIG provides the assurance of a solid income to see you through the short-term uncertainty...
29 Sep
29 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
Fund Research
BlackRock Greater Europe
BRGE’s consistent approach and discount offer a chance to ‘buy the dip’…
22 Jul
22 Jul
Fund Research
BlackRock Frontiers
As major economies stumble, the world’s smallest markets may offer overlooked opportunities…
19 Jul
19 Jul
Fund Research
BlackRock Energy and Resources Income
BERI appears to be riding the crest of a wave…
06 Jul
06 Jul
June 2022
Features
Europe: opportunities for active investors amid volatility
The European economy may be weakening, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc, but great European companies can thrive in all conditions...
17 Jun
17 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
May 2022
Features
Time to reappraise the ‘value’ approach?
After a tough decade, the environment for the value approach is improving, says Lisa Yang, Co-Manager of the BlackRock Sustainable American Income Trust plc. Is it time for investors to take note?
13 May
13 May
News
Results analysis: BlackRock Smaller Companies
BRSC’s wide discount may provide an attractive entry point for investors…
11 May
11 May
Fund Research
BlackRock Latin American
The Latin American region seems to be in a sweet spot, benefitting from high commodity prices…
11 May
11 May
April 2022
Features
Commodities: how the energy transition is changing the sector
Global commitments to net zero are changing the landscape for commodities, says Olivia Markham, Co-Manager of the BlackRock World Mining Trust plc. This creates a strong backdrop for the year ahead...
29 Apr
29 Apr
Features
Stock picking in the forgotten 40
The world’s smallest markets are widely neglected by investors. Emily Fletcher, Co-Manager of the BlackRock Frontiers Investment Trust plc, asks whether a change of market environment might bring about a new era for these unloved gems...
29 Apr
29 Apr
News
Results analysis: BlackRock Latin American
BRLA was the top-performing investment trust in Q1 2022…
11 Apr
11 Apr
Fund Research
BlackRock Smaller Companies
BRSC’s wide discount could prove a lucrative long-term entry point…
05 Apr
05 Apr
March 2022
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
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
Replay
Slides and Audio: BlackRock Latin American
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 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
February 2022
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
News
Results analysis: BlackRock Throgmorton
THRG continues to build on its impressive track record by investing in disruptive and innovative UK smaller companies…
09 Feb
09 Feb
News
Results analysis: BlackRock Energy & Resources Income
BERI has had a strong year thanks to the managers’ flexible approach towards navigating the path to net zero…
07 Feb
07 Feb
December 2021
Fund Research
BlackRock Greater Europe
BRGE continues to rank as the best performing European trust, with the team remaining unphased by near-term market risks…
29 Dec
29 Dec
Fund Research
BlackRock Income & Growth
BRIG’s long term dividend attractions remain undiminished…
24 Dec
24 Dec