Olivia Markham, portfolio manager of the BlackRock World Mining Trust (BRWM), discusses why the mining sector remains an essential part of global growth and a source of attractive dividends. She highlights traditional and new drivers of demand, including urbanisation, clean energy, and digital infrastructure, while also examining the sector’s role as an inflation hedge. Olivia explains the trust’s active approach to selecting commodities and companies, the evolving role of China, and how diversified exposure can provide resilience and long-term shareholder returns.
11 Sep 25