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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.
