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Market Matters with Olivia Markham from BlackRock World Mining
Description
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.
In this month's episode, our guest is Olivia Markham, manager of BlackRock World Mining. We cover a wide range of topics including the forces driving gold and silver higher, why copper and uranium could be the defining metals of the energy transition and whether the long-awaited rotation into commodities is finally becoming a reality.
00:00 Introduction
00:32 Background to fund management
01:40 Key drivers of the gold rally
03:24 Impact of issues in Middle East
05:05 Physical ETFs vs mining equities
07:03 Outlook for gold prices
07:57 Silver: gold's shadow v industrial drivers?
09:25 Is copper the new oil?
12:07 Investment case for uranium
14:23 Commodity demand in China
16:41 M&A in the mining sector
20:02 Rotation into commodities
23:10 Best investment advice
24:57 Risk warning
Please note that this podcast was recorded on 20 March 2026.