Evy Hambro

Evy Hambro, BlackRock’s global head of thematic and sector investing, focuses on commodities, mining equities and thematic strategies. He explains why gold and silver stumbled, why capital is rotating into energy and materials, and how underinvestment plus AI-driven demand could kick off a multi-year commodities cycle. He also covers mining valuations, dividends and the implications for portfolio allocations.

Evy Hambro, Head of thematic investing at BlackRock, and Nicky Shiels, Head of metals strategy at MKS PAMP, delve into the rising importance of mining in the global economy. They emphasize commodities' critical role amidst technological shifts and energy transitions. The duo discusses the surge in demand for precious metals like gold, particularly in light of geopolitical tensions and inflation. They also explore investment strategies in metals, including rare earth elements, and the evolving dynamics between Bitcoin and gold in modern portfolios.

Evy Hambro and Olivia Markham, both BlackRock investors, dive into the colossal capital required for the shift to a low-carbon economy. They discuss the mispricing of the supply chain and the vital roles of materials like copper and uranium in electrification. The conversation highlights how public markets are poised to unlock investment opportunities in this transition. With an eye on rising energy demands and sustainable solutions, they examine the evolving landscape of investments in renewable energy and the implications of advancing technologies.