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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Investment Company Showcase 2026

Annabel Brodie-Smith, Communications Director of the AIC, talks to fund managers, ahead of the Showcase, on 9 October 2026.

Interview with Job Curtis

Annabel Brodie-Smith, Communications Director of the AIC, talks to Job Curtis, ahead of the Showcase, on 9 October 2026.

Recorded in July 2026.

Interview with Olivia Markham

Annabel Brodie-Smith, Communications Director of the AIC, talks to Olivia Markham, ahead of the Showcase, on 9 October 2026.

Recorded in July 2026.

Interview with Masaki Taketsume

Annabel Brodie-Smith, Communications Director of the AIC, talks to Masaki Taketsume, ahead of the Showcase, on 9 October 2026.

Recorded in July 2026.

Interview with Rhys Davies

Annabel Brodie-Smith, Communications Director of the AIC, talks to Rhys Davies, ahead of the Showcase, on 9 October 2026.

Recorded in July 2026.

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?

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Houston, we have an IPO

10 September 2026

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

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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.
Read more Industry news

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.

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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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Read more stock exchange announcements

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.

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Research tools

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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.

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