Olivia Markham, Portfolio Manager of the BlackRock World Mining Trust (BRWM), explains why the metals and mining sector is exposed to some of today's most important long-term investment themes.
She discusses the trust's active approach to investing across commodities and mining companies, the outlook for gold and gold equities, how AI is driving demand for metals such as copper, and the impact of geopolitical events on commodity markets. Olivia also explains how the trust uses additional tools, including royalties, option writing, mining debt and gearing, to enhance both income and long-term returns.
