April 2024
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
March 2024
Trust Issues
What's next for BlackRock Frontiers – Podcast: Trust Issues #27
We talk to KTI Research Manager Thomas McMahon about BRFI's performance, diversification benefits, friendshoring, and more...
13 Mar
13 Mar
News
Results analysis: BlackRock Latin American
BRLA outperformed its benchmark and even the S&P 500 in 2023…
27 Mar
27 Mar
News
Results analysis: BlackRock World Mining
BRWM: Green demand is supporting commodity prices while China is weak…
18 Mar
18 Mar
February 2024
Market Insight
BlackRock Greater Europe and Martin Currie Global Portfolio may benefit from a change in China’s fortunes
Exposures to Europe’s luxury goods may offer a ‘safer’ exposure to a potential recovery in China…
19 Feb
19 Feb
News
Results analysis: BlackRock Throgmorton
Easing macroeconomic conditions may provide a catalyst for THRG’s operationally resilient companies to re-rate…
13 Feb
13 Feb
News
Results analysis: BlackRock Energy and Resources Income
BERI has been building up exposure to cheap energy transition companies…
01 Feb
01 Feb
News
Results analysis: BlackRock Sustainable American Income
BRSA's reference index, the Russell 1000 Value Index, is at an historical low in valuation terms...
08 Feb
08 Feb
December 2023
News
Results analysis: BlackRock Frontiers
BRFI’s portfolio is delivering strong growth at a time the global economy looks weak…
04 Dec
04 Dec
Fund Research
BlackRock Income & Growth
BRIG is trading at a wide discount versus its five-year history which could be an attractive entry point for long-term investors…
20 Dec
20 Dec
Fund Research
BlackRock Energy and Resources Income
BERI’s managers are once again adding to energy transition stocks…
14 Dec
14 Dec
November 2023
Bull vs Bear
BlackRock Smaller Companies - Bull vs Bear
In this inaugural episode of Bull vs Bear, we look at BlackRock Smaller Companies (BRSC)...
16 Nov
16 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
News
Results analysis: BlackRock Greater Europe
BRGE was the top-performing European trust during its most recent financial year...
08 Nov
08 Nov
Fund Research
BlackRock Greater Europe
BRGE has an outstanding long-term record…
10 Nov
10 Nov
June 2023
Features
Demand for mined commodities from the energy transition
After a strong year for the mining sector in 2022, supply and demand dynamics are likely to remain favourable in the year ahead, with gold acting as a ballast for the portfolio, says Olivia Markham, manager of the BlackRock World Mining Trust…
02 Jun
02 Jun
Fund Research
BlackRock World Mining
BRWM remains well placed to benefit from tight commodity markets…
23 Jun
23 Jun
May 2023
Features
The outlook for dividends as bond yields rise
Bond yields are now at their highest level in a decade, pushed up by rising interest rates. What does this mean for the relative merits of dividend-paying equities? David Goldman, manager on the BlackRock Income & Growth Investment Trust, looks at why they may still have appeal...
26 May
26 May
Features
The year ahead in US stock markets
Markets may have seen a short-lived rally in the latter part of 2022, but with tough economic conditions ahead, it is important to focus on those companies that can sustain their earnings, says Lisa Yang, manager of the BlackRock Sustainable American Income trust plc...
19 May
19 May
Features
The year ahead in natural resources
2022 saw an acceleration of the energy transition, as the war in Ukraine prompted a wholesale re-evaluation from governments of the way they source and use energy, says Mark Hume, manager of the BlackRock Energy and Resources Income Investment trust.
12 May
12 May
Features
Don’t ignore smaller companies for income
While the UK market is a good hunting ground for income-seekers, that income is often concentrated in a handful of stocks and sectors. “A small cap allocation can help to diversify this, and the investment trust structure has unique features that makes it attractive to income seekers” says Roland Arnold on the BlackRock Smaller Companies Trust...
05 May
05 May
April 2023
Features
The outlook for the world’s smallest markets
Frontier markets have navigated some significant headwinds in 2022, but the outlook for the year ahead looks brighter, says Emily Fletcher, manager of the BlackRock Frontiers Investment Trust...
28 Apr
28 Apr
Features
Latin America: first out of the blocks?
Latin America has been resilient over the past 12 months, and could be early to recover when the inflation environment shifts, says Christoph Brinkmann, portfolio manager on the BlackRock Latin American Investment trust...
21 Apr
21 Apr
Features
A focus on fundamentals: European equities in the year ahead
For the past 12 months, stock markets have been blown about by macroeconomic news. Will they start to look more closely at individual companies in in the year ahead?
21 Apr
21 Apr
Fund Research
BlackRock Sustainable American Income
BRSA: with a repeat of the last ten years of stock market behaviour seemingly unlikely, could value and sustainability come to the fore..?
20 Apr
20 Apr