Evy Hambro, head of fundamental equities thematic and sector investing at BlackRock, discusses the outlook for copper prices and the impact of the economic transition in China, Europe and the US on commodity markets. "We're seeing this kind of industrial activity. We're seeing this move away from fossil fuels towards kind of renewable power. We're seeing this increased electrification. We're seeing AI. We're seeing all of these pressures building and they need commodities to solve them," Hambro tells Bloomberg Television.