We speak to Olivia Markham, co-manager of BlackRock World Mining, about the opportunity for investors in the commodities sector.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
00:00 Introduction
00:18 Overview of BlackRock World Mining (BRWM) and current weightings
01:30 Allocation to private assets. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. Please note that diversification and asset allocation may not fully protect you from market risk.
02:32 Why the sector lends itself to active management. Please note that diversification and asset allocation may not fully protect you from market risk.
03:30 Recent drivers of copper, gold and silver prices. Please note that any forward-looking statements/estimates may not come to pass.
07:31 Outlook for demand from China
09:35 Thoughts on M&A in the mining sector
10:56 Future commodity demand from the energy transition and AI revolution
13:28 Likely rise in expansionary capex
14:25 Further information
14:50 Risk warning
