November 2021
Replay
Slides and Audio: BlackRock Frontiers
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
News
Results analysis: BlackRock Greater Europe
BRGE continues to rank as the best performing European equity trust, thanks to its high-conviction approach to growth investing…
10 Nov
10 Nov
Fund Research
BlackRock Frontiers
Opportunities in smaller emerging and frontier countries bring BRFI to the fore after China woes…
10 Nov
10 Nov
September 2021
Strategy
Winter is coming
Summer was a welcome opportunity for exhausted investors to turn their backs on the legion threats they face, but they haven't gone away and the days grow short - we examine four in detail...
01 Sep
01 Sep
Features
Does the UK market still have potential?
The UK has had a strong start to the year, a welcome relief after a tough few years. David Goldman, Co-Manager on the BlackRock Income and Growth Investment Trust says that there is more to come from UK companies.
21 Sep
21 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
Fund Research
BlackRock Smaller Companies
BRSC has a strong track record of consistent outperformance...
29 Sep
29 Sep
Fund Research
BlackRock World Mining
Tailwinds behind BRWM seem undiminished, yet the shares are back on a discount...
29 Sep
29 Sep
Fund Research
BlackRock Income & Growth
BRIG’s substantial revenue reserves should continue to support dividend growth…
28 Sep
28 Sep
Fund Research
BlackRock Latin American
BRLA offers an annualised yield of 5% from a region which should benefit from a global recovery…
28 Sep
28 Sep
August 2021
Opinion
Is the UK’s debt a ticking time bomb?
Our analyst argues Rishi is right to worry about government debt and borrowing…
25 Aug
25 Aug
Features
The journey to net zero
The world’s energy mix is changing, but the transition to renewables is a process that demands the coordination of all stakeholders. Investing through an evolution such as this requires a nuanced approach, says Mark Hume, Co-Portfolio Manager of the BlackRock Energy and Resources Income Trust plc...
09 Aug
09 Aug
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
Events
London Calling
UK equities represent a ‘once in a generation’ opportunity according to the managers who joined us at our event last week…
08 Jul
08 Jul
Replay
Slides and Audio: Roundtable - Small is beautiful
Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...
07 Jul
07 Jul
Features
Is there room to run in the commodities cycle?
It has been a bumper time for commodities as the global economy recovers and infrastructure programmes support demand, but - says Olivia Markham, Co-Manager of the BlackRock World Mining Trust plc - there is still plenty of scope for growth...
21 Jul
21 Jul
Fund Research
BlackRock Throgmorton Trust
THRG’s high net exposure reflects the manager’s bullishness about the opportunity set in UK small caps…
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
Replay
Slides and Audio: BlackRock Throgmorton
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
June 2021
Strategy
Green is good!
2021 will see billions dedicated to sustainable initiatives, which brings with it a host of possible investment opportunities...
10 Jun
10 Jun
Fund Research
BlackRock Frontiers
BRFI still looks cheap despite good gains in the recovery…
16 Jun
16 Jun
Fund Research
BlackRock Greater Europe
BRGE offers investors an unconstrained approach to European equities and has generated sector-leading performance…
10 Jun
10 Jun
May 2021
Strategy
Vive la revolution
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
05 May
05 May
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
News
Results analysis: BlackRock Smaller Companies
BRSC continues to forge a solid long-term track record despite a challenging year…
18 May
18 May
April 2021
Strategy
FAANGs for the memories
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
22 Apr
22 Apr
Head to head
The next value opportunity?
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
28 Apr
28 Apr
Features
Latin America and the commodities supercycle
Commodity prices have been rising fast. Ed Kuczma, Co-Manager of the BlackRock Latin American Investment Trust plc, says Latin America should be a key beneficiary and he is positioning for a long-term trend.
28 Apr
28 Apr
Features
The importance of investment fundamentals in a crisis
2020 was a treacherous time for companies, but it showed the importance of capable management teams, a strong market position and resilient growth, says Stefan Gries, Co-Manager of the BlackRock Greater Europe Investment Trust plc.
21 Apr
21 Apr