Compass: The AIC’s monthly newsletter
This month in Compass, our managers mull the implications of the US election. Ian Cowie weighs up the renewable energy sector and we quiz our Showcase managers.
Latest articles, press releases and videos
Monthly round-up of investment trust news by Kepler Trust Intelligence
Jo Groves and Ryan Lightfoot-Aminoff from Kepler Trust Intelligence discuss the most notable news, reviews and interviews in the investment trust world in July.
Meet the manager: Laura Foll
Manager of Law Debenture, Lowland Investment Company and Henderson Opportunities Trust.
In search of lower charges
Lower charges than their open-ended counterparts give investment trusts an edge, says David Prosser.
Rate cut could add fuel to investment trust recovery
Alternative asset classes particularly well placed to benefit.
Students and graduates more confident about money than ever
Graduates now think they will pay back their student debt in just over ten years.
Let loose
David Prosser looks forward to life after interest rate cuts.
Prospectus changes to benefit investment company capital raising
The AIC responds to ‘Consultation on the new Public Offers and Admissions to Trading Regulations regime (POATRs).’
Director talk: Alan Giles
Alan is a non-executive director of Murray Income Trust.
Why now could be the time for UK smaller companies
Investment trust managers give views on opportunities under the new government.
AIC updates and refreshes online educational programme
More than 200 people have now completed the Investment Company Accreditation.
AIC welcomes government’s landmark pensions review
Investment companies can be part of the solution.
So who’s right?
David Prosser asks what it means when one manager buys a stock while another sells.
Investment Company Showcase 2024
Now in its third year, the Investment Company Showcase is your chance to hear from more than 30 managers of investment trusts.
Listen to what they had to say ahead of this years' event.
Jasmine Yeo, Co-Manager of Ruffer Investment Company
Investment Company Showcase 2024: Jasmine Yeo, Co-Manager of Ruffer Investment Company, interview with Annabel Brodie-Smith, Communications Director of the AIC, ahead of Jasmine's presentation at Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
How did you get started in fund management?
Jasmine Yeo, Co-Manager of Ruffer Investment Company talks about how she got started in fund management.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Jasmine Yeo, Co-Manager of Ruffer Investment Company sets out what she is going to say to investors at the Investment Company Showcase on 11 October in London.
Recorded September 2024.
What is the investment objective?
Jasmine Yeo, Co-Manager of Ruffer Investment Company explains the investment objective ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
How do you achieve the investment objective?
Jasmine Yeo, Co-Manager, Ruffer Investment Company explains how the company achieves the investment objective ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Craig Baker, Manager of Alliance Trust and CIO of WTW
Fund manager interview with Annabel Brodie-Smith, Communications Director of the AIC and Craig Baker, Manager of Alliance Trust and CIO of WTW ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What are you looking forward to at the Investment Company Showcase?
Craig Baker, Manager of Alliance Trust and CIO of WTW sets out what he's most looking forward to at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What's your view on markets?
Craig Baker, Manager of Alliance Trust and CIO of WTW sets out his view on markets ahead of his presentation at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Craig Baker, Manager of Alliance Trust and CIO of WTW explains what he will say to investors at the Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust
Fund manager interview with Annabel Brodie-Smith, Communications Director (AIC) ahead his presentation at Investment Company Showcase 2024 on 11 October 2024.
Recorded September 2024.
How did you become a technology fund manager?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust explains how he become a technology fund manager.
Recorded September 2024.
What’s the outlook for technology stocks?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust reviews the outlook for technology stocks ahead of the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
What will you say to investors at the Investment Company Showcase?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust sets out what he will say to investors at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Why is technology important?
Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust explains why technology is important ahead of speaking at the Investment Company Showcase 2024 on 11 October in London.
Recorded September 2024.
Thematic research
Third-party thematic research on investment companies can be found below.
Trump part two – or the first female President?
Trump vs Harris: What the US election means for investors.
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: What are the biggest risks facing investors in the US now?
What are the biggest risks facing investors in the US now?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: What is your investment philosophy and your outlook for the US?
What is your investment philosophy and your outlook for the US?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: Where do you see the biggest opportunities for stock pickers in the US?
Where do you see the biggest opportunities for stock pickers in the US?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
Trump vs Harris: How will the broadening of the US rally affect your stock picks?
How will the broadening of the US rally affect your stock picks?
Featuring comments from Sven Anders, JPMorgan US Smaller Companies Trust, Dean Orrico, Middlefield Canadian Income Trust and Gary Robinson, Baillie Gifford US Growth Trust.
Recorded September 2024.
QuotedData’s weekly news show 4th October 2024
Lift off in China
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
04/10/2024 - 18:00
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.
