Why Investors Are Rotating Into Commodities with BlackRock's Evy Hambro

Why Investors Are Rotating Into Commodities with BlackRock's Evy Hambro

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Episode
327 of 328
Længde
41M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Why did gold fail to protect portfolios during the latest market shock? In this episode of Merryn Talks Money, Merryn Somerset Webb speaks with Evy Hambro, global head of thematic and sector investing at BlackRock, about the violent moves in gold and silver, the new energy risk premium, and why commodities may be entering a powerful new cycle. They discuss inflation, interest rates, energy security, mining valuations, AI-driven demand for materials, and why investors may need to rethink how much exposure they have to gold, energy and broader commodity equities.

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