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Latest news & insights

Bringing together the latest news, research and insights about investment trusts from the AIC and other organisations. (Got a question? Contact us.)

International Biotechnology Trust defies market turbulence with strong outperformance

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Active ETFs: the rise of thematic investing – to the sky, and beyond

We have written previously about the rapidly growing European active exchange-traded fund (ETF) sector. One of the more interesting aspects of this growth has been the role of thematic funds, and we have had a good example this week, with the launch of the ARK Space & Defence Innovation UCITS ETF (ARKX). Having listed in […]
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Scottish Mortgage Trust posts 23% half-year return, its best performance since 2022 crash

Half-year results from Scottish Mortgage Trust (SMT) show the £12.5bn Baillie Gifford flagship has recorded its best period of recovery since the 2022 growth crash humbled its shares.  In the six months to 30 September, the net asset value (NAV) of SMT’s investments rose 22.9%, beating the 15.4% gain in the FTSE All-World index with the half year neatly coinciding with a […]
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JPMorgan Japanese – access a reinvigorated Japan

Based on its weighting within the MSCI All Countries World Index, Japan is the world’s second-largest stock market after that of the US. However, for many decades it was a hard place to make money. Factors such as low to no economic growth, an ageing and shrinking workforce, deflation, zero interest rates, and poor corporate […]
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International Biotechnology says AI will help make drug discovery a “lucrative investment” in years to come

International Biotechnology Trust (IBT) expressed its optimism for the future after emerging from a highly volatile year to 31 August with an underlying investment return of just 0.7%. Kate Cornish-Bowden, chair of the £267m investment trust, said the flat net asset value (NAV) result, which underpinned a 3.5% total shareholder return, belied a sharp fall […]

Japan’s new prime minister offers “hope and continuity”

Investment trust managers explain why they are optimistic about Japan.

Budget 2025: Act now to get Britain investing, AIC urges Chancellor

It’s time to sort out ISAs, stamp duty and VCT investment limits.

Investment trust managers are embracing digital assets and crypto

Shift in market from “consumer apps” to “resilient B2B infrastructure”.

Voting on the rise among investment trust shareholders

AGM attendance slightly up among private investors.

Baroness Bowles and Baroness Altmann call on government to include investment companies in Pension Schemes Bill

Excluding investment companies is a "serious error".

Go forth and diversify

Think twice before putting all your money in a global tracker, suggests David Prosser.

How to deal with stock market stress

David Prosser on to how make investing less risky.

Meet the manager: Carlos von Hardenberg

Manager of Mobius Investment Trust.

Fund managers’ favourite emerging market stocks revealed

Managers discuss the companies most widely held in global emerging markets trusts.

Private equity: patient capital rewarded

David Prosser on the debate around private equity investment trusts.

HgCapital Trust

7 November 2025

NAV rebound continued into Q325.

Rights & Issues Investment Trust

6 November 2025

Looking oversold.

Canadian General Investments

6 November 2025

Sometimes the best activity is no activity.

Schroder Real Estate

6 November 2025

QuotedData's In The HotSeat - Andrew McHattie from the Investment Trust Newsletter & Bradley Biggins from Schroder Real Estate Investment Trust.

NB Private Equity Partners

6 November 2025

1H’25 results: turning the corner.

Crazy Rich Asia

17 October 2025

Asia offers geographical diversification and a buffer to expensive US markets.

Exploring frontier and emerging markets amid shifting global flows

15 October 2025

There is opportunity to be had in lesser-known markets in the current environment.

Continental drift

8 October 2025

Are the US and Europe drifting apart?

Limping tiger, leaping dragon

1 October 2025

India and China have had very different years; how have managers reacted?

Eastern promise

24 September 2025

Japan makes its case as an investment decision.

Holding(s) in Company

07/11/2025 - 18:18

Smithson Investment Trust

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Transaction in Own Shares

07/11/2025 - 18:08

BlackRock Smaller Companies

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Transaction in Own Shares

07/11/2025 - 18:03

BlackRock Greater Europe

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Transaction in Own Shares

07/11/2025 - 17:45

Capital Gearing Trust

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Result of AGM

07/11/2025 - 17:44

JPMorgan Emerging Markets

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