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BlackRock's Hambro Explains Investor Shift Toward Commodities

Mar 30, 2026 04:00 UTC

BlackRock's Hambro on Why Investors Are Rotating Into Commodities.

  • Investors are increasingly rotating into commodities.
  • Gold and silver markets are experiencing volatility.
  • A new energy risk premium is influencing investment strategies.
  • Commodities may be entering a powerful new cycle.
  • Factors like inflation, interest rates, and energy security are driving this shift.
  • Investors are being urged to reassess their exposure to gold, energy, and commodity equities.

In a recent episode of Merryn Talks Money, Merryn Somerset Webb engaged in a conversation with Evy Hambro, global head of thematic and sector investing at BlackRock, to explore the increasing investor rotation into commodities. Hambro highlighted the volatility observed in gold and silver markets, suggesting a shift in how investors are approaching these assets. The discussion delved into the concept of a new energy risk premium, which is reshaping investment strategies as markets adapt to evolving economic conditions. Hambro also addressed the potential for commodities to enter a robust new cycle, driven by factors such as inflation, interest rates, and energy security concerns. Investors are being encouraged to reassess their exposure to gold, energy, and broader commodity equities in light of these developments. The conversation underscored the importance of understanding the interplay between macroeconomic trends and commodity markets, as investors navigate a complex landscape marked by uncertainty and opportunity.

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