A gold & commodities update with blackrock

On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Evy Hambro, the CIO of BlackRock’s Natural Resources desk. The conversation begins with an assessment of the dynamics in the gold price as it touches technical highs before moving on to review similar fundamentals in the copper and iron ore space. Throughout the interview we regularly flip back to the attraction of mining shares, attempting to understand how management have changed their strategy over the past 4 or so years, and the condition this has left those businesses in.