Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie explains what a new PM means to investors, managers reflect on the impact of the Brexit vote and we search for the next mega-IPOs.

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Meet the manager: James Thom

Manager of Aberdeen New India Investment Trust.

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AIC launches video tutorials to help website users

Six videos run through the most useful tools to pick and monitor investment trusts.

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Why rumours of investment trusts’ demise are exaggerated

David Prosser puts recent data about the number of people with investment trust holdings into context.

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Q&A with Rebecca McVittie

The investment director of Fidelity Emerging Markets talks about career ups and downs and what she does in her spare time.

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A good start, but listing rule reform needs to go one step further

A substantial shareholder wanting to be appointed manager should need to convince other shareholders, says AIC.

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The return of value investing

David Prosser on how concerns about high valuations are prompting investors to search for bargains.

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Fantasy fund manager: volatile month drags down contestants’ portfolios

Despite July’s losses, players are still showing a profit for the year.

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Director talk: Tony Morgan

Tony Morgan is chair of Pantheon International.

Investment Trusts Unlocked with Annabel Brodie-Smith and Georgie Frost

Investment Trusts Unlocked with Annabel Brodie-Smith and Georgie Frost

Annabel Brodie-Smith, Communications Director of the Association of Investment Companies, sits down with Georgie Frost to talk all things investment trusts.

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Meet the manager: Dominic Younger

Manager of CT UK Capital & Income Investment Trust.

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From AI to obesity drugs: investment trusts back the next wave of medical breakthroughs

Healthcare is “a reliable safe haven during market downturns”.

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Managing retirement risk

David Prosser explains how investment trusts can help retirees with the challenges posed by drawdown.

Thematic research

Third-party thematic research on investment companies can be found below.

Why the best emerging market opportunities aren’t always the biggest

7 August 2026

Emerging markets have been powered by a handful of technology giants, but opportunities extend far beyond the biggest names.

Bubble, bubble, toil and trouble

5 August 2026

With ongoing questions over the AI rally, we look at what could protect you should the bubble burst.

A World Cup style review

14 July 2026

Growth and value have whipsawed for five years, yet no single style has held all the answers.

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Foresight Solar to revamp assets as it works to unlock cash

Foresight Solar is upgrading nine assets in its portfolio of solar and battery storage investments, which it hopes will improve dividend cover.
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Aberdeen Asia Income makes well-timed shift away from tech

The portfolio of Asia Pacific stocks broadened its exposure away from artificial intelligence in favour of industrials and energy.

Aberdeen Asian Income: Asia’s income story is broadening

Aberdeen Asian Income: Asia’s income story is broadening.
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US Cuba sanctions pushes Ceiba into administration

The Cuban property trust is entering wind-down after a US executive order against financial institutions linked to Cuba put it on the blacklist.
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Aberdeen Asian Income generates 30.9% first half return on extraordinary AI gains

Aberdeen Asian Income Fund (AAIF) has continued last year’s strong performance with a 28% investment return in the first half of the year largely driven by technology and artificial intelligence stocks. Shareholders in the £452m investment company enjoyed a 30.9% total return in the six months to 30 June as the big gains of Taiwanese […]

Templeton Emerging Markets

17 August 2026

Valuations and variety: Why investors have not missed the EM revival.

Molten Ventures

14 August 2026

Backing Europe’s enabling technologies.

TR Property

12 August 2026

TRY’s strong earnings growth is a sign of the continued recovery in pan-European property.

Target Healthcare REIT

11 August 2026

Strong FY26 underpins strong share price.

Dunedin Income Growth

10 August 2026

DIG has raised its dividend every year since 2011, beating inflation.

Transaction in Own Shares

18/08/2026 - 18:09

BlackRock Smaller Companies

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Transaction in Own Shares

18/08/2026 - 17:51

BlackRock Greater Europe

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Transaction in Own Shares

18/08/2026 - 17:50

BlackRock Energy and Resources Income

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Form8.5EPT/NonRIACONSORTIUMCOMPRISINGLONDONMETRICP

18/08/2026 - 17:48

Schroder Real Estate

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Issue of Equity

18/08/2026 - 17:46

BlackRock American Income

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Glossary

What does that word mean? Find your way around investment trust jargon.

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