Compass: The AIC's monthly newsletter
This month in Compass, Ian Cowie analyses the impact of Iran on investment trusts, and our most experienced managers share lessons learned during previous crises.
Latest articles, press releases and videos
Me and my trusts: Gavin Lumsden
Gavin Lumsden, award-winning Investment Journalist, on what got him into investing, why he prefers investment trusts to other funds, and what trusts he holds in his own portfolio.
Me and my trusts: Gavin Lumsden reveals what investment trusts he holds, and why.
Nick Gardner, Investment Editor at the Association of Investment Companies (AIC) asks Gavin Lumsden, award-winning Investment Journalist, which investment trusts he holds in his portfolio.
Me and my trusts: Gavin Lumsden on what got him investing in investment trusts
Nick Gardner, Investment Editor at the Association of Investment Companies (AIC), speaks to Gavin Lumsden, award-winning Investment Journalist and editor, about how he got into investing and what he likes about investment trusts.
Me and my trusts: Gavin Lumsden on why he prefers investment trusts to other funds.
Nick Gardner, Investment Editor at the Association of Investment Companies (AIC) asks Gavin Lumsden, award-winning Investment Journalist and editor, about why he prefers investment trusts to other types of fund.
Revealed: fund managers’ favourite UK smaller companies
Are these Britain’s most promising stocks?
13 investment trust continuation votes fall in next five weeks
The number of upcoming decisions highlights the importance of shareholder voting.
In search of the next Buffett
David Prosser searches for managers who invest in the Buffet style.
Managers pick their favourite sectors and stocks as UK market outperforms during tariff turmoil
The UK equity market is seen as a “beacon of stability”. Housebuilders, property and companies with a domestic focus are tipped to perform well.
Market Matters Podcast featuring Annabel Brodie-Smith
David Brenchley interviews Annabel Brodie-Smith, Communications Director at the AIC, to discuss industry issues including Saba's activism, double-counting of costs and the AIC's petition around voting rights.
Richard Stone interview on BBC Radio 4 Money Box
Listen to our CEO discuss ‘My share my vote’ with Paul Lewis. Starts at 17.46 minutes.
Investing for lower interest rates
David Prosser on the likely beneficiaries as interest rates fall.
Fantasy fund manager: when the going gets tough…
Only one contestant has made money as Trump’s trade war roils markets.
Building the future: UK commercial and logistics property
With more than £14 billion of assets, investment trusts in the property sectors provide investors with access to everything from logistics warehouses and AI-driven datacentres to offices and retail parks.
Positive environmental and social impact
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether their portfolios have a positive environmental or social impact.
Recorded March 2026.
M&A activity in the REIT sector
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss the M&A activity in the REIT sector.
Recorded March 2026.
How has the conflict in the Middle East had an impact?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss whether the conflict in the Middle East has had an impact.
Recorded March 2026.
How their portfolios are faring in these economic conditions?
Laura Elkin of AEW UK REIT, Richard Shepherd-Cross of Custodian Property Income REIT and Bjorn Hobart of Tritax Big Box REIT discuss how their portfolios are performing during these current economic conditions.
Recorded March 2026.
Thematic research
Third-party thematic research on investment companies can be found below.
Impax AM shares crash as loss of Environmental Markets trust heightens concern over asset outflows
Pictet enters active ETF market with five AI-enhanced funds
Mercantile rues missing out on 2025’s “mid-cap” bid bonanza
Gresham House Energy Storage delays £150m earnings target after two battery projects get 2029 connection dates
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
If you're new to investment companies, find out what they're all about here.
An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
Glossary
What does that word mean? Find your way around investment trust jargon.
Research tools
Find and compare investment companies and trusts, or look up a company you're interested in.
Invest & engage
Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.
