Natural Resources with BlackRock Part 108 . 03 . 2018
In a paired edition of the Brewin Podcast covering Natural Resources in this interview we speak to Blackrock’s Evy Hambro on the subject of base metals and the mining sector. Evy is CIO of the Natural resources desk at BlackRock and lead manager on the World Mining Trust and Gold & General Fund.
The conversation covers macro issues such as the threat of a Chinese slowdown and the fortunes for the dollar, but also more granular issues such as the supply related dynamics from the mining companies themselves i.e. are we about to see another surge in investment?
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