Compass: The AIC's monthly newsletter

This month in Compass, Ian Cowie reveals the impact of the Iran conflict on his portfolio, managers explain the benefits of investing in infrastructure, and we celebrate City of London’s Diamond Jubilee.

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Much ado about nothing

Fran Radano explains why being a long-term investor enables him to see past the US election.

The emerging markets “perfect storm”

Emerging markets have been among the best performing asset classes so far in 2016. Carlos Hardenberg looks at whether the rally will be sustained.

“Run a profit, cut a loss”: Should investors be thinking about taking their money out of the market?

David Prosser argues that there are two good reasons to stay invested.

Ian Sayers blog: The Great British Break Off

Ian Sayers on the technical challenge of UK fund regulation post-Brexit

‘They grow up so fast’

Tom Walker, Portfolio Manager of Martin Currie Global Portfolio Trust discusses how his approach to global equities is designed with long-term goals in mind.

“Sell in May and go away, don’t come back till St Leger’s Day”: More than just an old wives tale?

David Prosser examines whether investors should really sell up on the 1st May and buy back in during September.

A new Jerusalem

Dividend increases and share buybacks are good news for UK equities according to our analysts - who think those dark Satanic mills could delivery world-beating returns.

The best stocks & shares ISA providers

Kepler Trust Intelligence run the rule over the best stocks & shares ISA providers.

Thematic research

Research on investment trusts that focuses on a particular sector or theme can be found below. This research is produced by other companies and is not endorsed by the AIC.

The winter of discountent

16 September 2026

LPE trusts are ramping up returns of capital - what lessons for the rest of the sector?

Houston, we have an IPO

10 September 2026

SpaceX stole the headlines, but opportunities span public and private markets.

Point Break

7 September 2026

If big institutions are coming back to the sector, which trusts will benefit first?

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Opportunities emerging in AI’s shadow

As government bond yields have been rising, investors have re-embraced the comfort blanket of AI stocks. However, there is an increasing sense that a lot is resting on the success of AI adoption – and that may not be a slam-dunk. There are a number of global fund managers actively seeking out alternative sources of […]
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Alliance Witan: Stock Spotlight: Techtronic

Interview with Tye Bousada from EdgePoint Techtronic is a leading manufacturer of power tools and equipment, with well-known brands including Milwaukee, Ryobi and Hoover. EdgePoint’s Tye Bousada believes the company is well positioned to benefit from the shift from corded to cordless tools, where it is the market leader, while its focus on specialist, efficiency-enhancing […]
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JPMorgan Global Growth & Income’s ‘challenging’ year

The year to June was a ‘challenging’ period for JPMorgan Global Growth & Income (LON:JGGI), according to chairman James Macpherson. Nevertheless, the board remains confident in the investment strategy, having beaten the benchmark in eight of the last 10 years. A ‘challenging’ year For the year to June, JGGI posted a 16.7% NAV (net asset [...] The post JPMorgan Global Growth & Income’s ‘challenging’ year appeared first on Sharesify.
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JPMorgan Global Growth underperforms again after underestimating scale and impact of AI “euphoria”

JPMorgan Global Growth & Income (JGGI) has unveiled a second year of underperformance with chair James Macpherson saying its fund managers had “underestimated the scale and market impact of the AI investment boom”. JP Morgan portfolio managers Helge Skibeli, who will retire in 2028, James Cook and Sam Witherow admitted the year to 30 June […]
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10 UK investment trusts for the AI boom: where investors can find the biggest opportunities

Artificial intelligence is creating investment opportunities far beyond the handful of US technology giants dominating headlines. From Nvidia’s (NASDAQ:NVDA) processors and Asian semiconductor manufacturing to the data centres, fibre networks and enterprise software needed to run AI, the investment chain is becoming increasingly diverse. For UK retail investors, investment trusts offer several ways to participate. [...] The post 10 UK investment trusts for the AI boom: where investors can find the biggest opportunities appeared first on Sharesify.

Neuberger Private Equity Partners

8 October 2026

 1H’26 results: foot on the accelerator.

Schiehallion

8 October 2026

Initiation – Privileged access to tomorrow’s titans.

Seraphim Space Investment Trust

7 October 2026

Strong NAV growth, more winners emerging.

Ashoka WhiteOak Emerging Markets

6 October 2026

In this webinar, Hiren Dasani, takes us through the outlook for emerging markets and where AWEM is looking for opportunities in alpha-rich segments of the market such as small and mid caps.

Partners Group Private Equity

2 October 2026

Aiming to turn the tide.

Transaction in Own Shares

09/10/2026 - 18:12

BlackRock Smaller Companies

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Transaction in Own Shares

09/10/2026 - 17:44

The European Smaller Companies Trust

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Transaction in Own Shares

09/10/2026 - 17:43

Henderson Smaller Companies

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Transaction in Own Shares

09/10/2026 - 17:42

Lowland

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Transaction in Own Shares

09/10/2026 - 17:42

Bankers

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Glossary

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