The digital disruption of the high street accelerated during the pandemic. Moritz Sitte, manager of Baillie Gifford’s European Growth Trust, explores the innovative ways in which European retailers are reshaping the future of shopping.
What lies ahead for global markets in 2021? Zehrid Osmani, Portfolio Manager of Martin Currie Global Portfolio Trust, discusses his key opportunities, predictions and reasons to be optimistic about global equities.
Charles Plowden, Monks Investment Trust, Job Curtis, City of London Investment Trust, and Simon Barnard, Smithson Investment Trust, discuss where they are seeing opportunities and risks in 2021 and beyond.
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Compass is the AIC's monthly e-newsletter for private investors that features views from investment company managers and take a closer look at topical issues within the investment company sector.